+24,702.7%
SBUX vs RCL
+5,843.1%
+18,859.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.0% | +0.8% | +3.0% |
| 7D | +4.8% | +5.0% | -0.1% | +3.5% |
| 30D | +20.6% | +19.4% | +1.2% | +15.1% |
| 3M | +4.3% | +5.9% | -1.7% | +2.3% |
| 6M | +5.5% | +23.8% | -18.3% | -1.2% |
| YTD | +32.3% | +22.8% | +9.5% | +22.4% |
| 1Y | +31.2% | +34.3% | -3.1% | +18.3% |
| 3Y | +14.8% | +276.4% | -261.6% | -22.8% |
| 5Y | +8.0% | +281.6% | -273.6% | -32.0% |
| 10Y | +148.7% | +379.0% | -230.3% | +22.1% |
| All | +24,702.7% | +5,843.1% | +18,859.6% | +4,493.4% |
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