+152.8%
SBUX vs RCL
+368.0%
-215.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.3% |
| 7D | +0.2% | +0.6% | -0.4% | 0.0% |
| 30D | +19.1% | +19.4% | -0.4% | +14.3% |
| 3M | +3.6% | +9.8% | -6.2% | +1.2% |
| 6M | +5.1% | +28.6% | -23.5% | -1.5% |
| YTD | +32.9% | +22.2% | +10.7% | +24.3% |
| 1Y | +30.4% | +29.7% | +0.7% | +20.2% |
| 3Y | +13.0% | +265.3% | -252.3% | -19.3% |
| 5Y | +10.5% | +301.8% | -291.2% | -26.7% |
| 10Y | +152.8% | +360.5% | -207.7% | +47.3% |
| All | +152.8% | +368.0% | -215.2% | +47.3% |
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