+5,595.0%
SBUX vs RBA
+4,003.4%
+1,591.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.4% |
| 7D | +1.7% | +4.3% | -2.6% | +0.6% |
| 30D | +12.6% | +16.3% | -3.7% | +8.3% |
| 3M | +0.8% | +1.3% | -0.5% | +0.1% |
| 6M | +0.2% | -11.1% | +11.2% | +2.1% |
| YTD | +27.4% | -8.5% | +35.9% | +28.5% |
| 1Y | +31.5% | -2.1% | +33.6% | +30.3% |
| 3Y | +9.3% | +44.6% | -35.3% | -3.0% |
| 5Y | +1.5% | +36.8% | -35.3% | -10.4% |
| 10Y | +147.9% | +227.3% | -79.4% | +70.5% |
| All | +5,595.0% | +4,003.4% | +1,591.6% | +2,093.8% |
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