+41.3%
SBUX vs RDW
+9.7%
+31.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.9% | +9.6% | +4.8% |
| 7D | +6.3% | -14.3% | +20.6% | +6.6% |
| 30D | +16.2% | -26.0% | +42.2% | +16.9% |
| 3M | +5.1% | -27.4% | +32.5% | +5.8% |
| 6M | +5.7% | -10.6% | +16.4% | +3.2% |
| YTD | +32.6% | +1.6% | +31.1% | +26.4% |
| 1Y | +41.3% | +11.1% | +30.3% | +34.1% |
| All | +41.3% | +9.7% | +31.7% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 1y: compounded portfolio wealth divided by compounded RDW 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…
1y analysis · Full analysis span regression · 6 months rolling