-2.7%
SBUX vs RCL
+234.0%
-236.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | -3.9% | -0.5% | -3.4% | -3.8% |
| 30D | -2.8% | -17.3% | +14.5% | +1.9% |
| 3M | +8.2% | -2.8% | +11.0% | +8.5% |
| 6M | +4.3% | -4.4% | +8.6% | +4.2% |
| YTD | +23.3% | -4.2% | +27.5% | +21.9% |
| 1Y | +24.3% | -23.4% | +47.7% | +29.9% |
| 3Y | +15.5% | +179.4% | -163.9% | -16.6% |
| 5Y | -2.7% | +238.8% | -241.5% | -35.3% |
| All | -2.7% | +234.0% | -236.7% | -35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling