+128.3%
SBUX vs RCL
+341.7%
-213.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.5% |
| 7D | -6.3% | -2.2% | -4.1% | -5.8% |
| 30D | -3.9% | -15.7% | +11.8% | -0.1% |
| 3M | +3.3% | -8.0% | +11.3% | +4.8% |
| 6M | +1.4% | -10.1% | +11.6% | +2.9% |
| YTD | +21.0% | -5.9% | +26.8% | +20.4% |
| 1Y | +22.4% | -23.5% | +45.9% | +27.2% |
| 3Y | +13.2% | +174.4% | -161.2% | -13.5% |
| 5Y | -5.2% | +227.1% | -232.3% | -33.8% |
| 10Y | +128.3% | +342.5% | -214.2% | +39.0% |
| All | +128.3% | +341.7% | -213.4% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 10y: compounded portfolio wealth divided by compounded RCL 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…
10y analysis · Full analysis span regression · 6 months rolling