+5,544.2%
SBUX vs RBA
+3,565.5%
+1,978.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | -3.1% | -2.9% | -0.2% | -2.4% |
| 30D | -0.9% | -12.3% | +11.4% | +2.3% |
| 3M | +11.6% | -20.5% | +32.1% | +17.4% |
| 6M | +8.8% | -18.5% | +27.3% | +13.5% |
| YTD | +26.3% | -18.2% | +44.5% | +31.3% |
| 1Y | +23.1% | -27.5% | +50.6% | +31.9% |
| 3Y | +15.0% | +38.1% | -23.1% | +3.4% |
| 5Y | +0.4% | +44.8% | -44.4% | -12.6% |
| 10Y | +130.7% | +187.1% | -56.4% | +64.2% |
| All | +5,544.2% | +3,565.5% | +1,978.7% | +2,142.1% |
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