+5,840.3%
SBUX vs RBA
+4,118.8%
+1,721.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | +4.9% | +3.2% | +1.7% | +4.1% |
| 30D | +21.2% | +12.0% | +9.1% | +17.6% |
| 3M | +5.7% | +2.9% | +2.8% | +4.5% |
| 6M | +6.0% | -6.3% | +12.3% | +6.6% |
| YTD | +32.9% | -5.9% | +38.8% | +33.1% |
| 1Y | +33.3% | -3.9% | +37.2% | +32.7% |
| 3Y | +13.0% | +64.9% | -51.9% | -2.7% |
| 5Y | +8.8% | +48.5% | -39.6% | -5.9% |
| 10Y | +154.6% | +211.8% | -57.2% | +77.0% |
| All | +5,840.3% | +4,118.8% | +1,721.4% | +2,172.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling