+23,576.4%
SBUX vs RCL
+4,549.4%
+19,027.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.1% | -1.2% |
| 7D | -3.1% | -5.1% | +2.0% | -1.8% |
| 30D | -0.9% | -19.0% | +18.1% | +4.6% |
| 3M | +11.6% | -9.6% | +21.2% | +14.0% |
| 6M | +8.8% | -6.7% | +15.5% | +9.4% |
| YTD | +26.3% | -3.9% | +30.2% | +24.9% |
| 1Y | +23.1% | -25.1% | +48.2% | +29.3% |
| 3Y | +15.0% | +179.1% | -164.2% | -16.4% |
| 5Y | +0.4% | +243.3% | -243.0% | -35.0% |
| 10Y | +130.7% | +325.8% | -195.1% | +16.4% |
| All | +23,576.4% | +4,549.4% | +19,027.0% | +4,585.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling