+2,652.6%
SBUX vs RCAT
-100.0%
+2,752.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -8.3% | +5.9% | -2.4% |
| 7D | +1.0% | +15.6% | -14.5% | +1.0% |
| 30D | +16.6% | -24.1% | +40.7% | +16.6% |
| 3M | -0.6% | -61.9% | +61.3% | -0.5% |
| 6M | +1.8% | -64.3% | +66.1% | +1.9% |
| YTD | +29.7% | -50.4% | +80.1% | +29.7% |
| 1Y | +26.1% | -54.0% | +80.1% | +26.1% |
| 3Y | +10.3% | +347.2% | -336.9% | +9.9% |
| 5Y | +7.6% | +45.7% | -38.1% | +7.3% |
| 10Y | +146.7% | -99.7% | +246.5% | +147.2% |
| All | +2,652.6% | -100.0% | +2,752.6% | +2,848.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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