+145.0%
SBUX vs RGEN
+415.2%
-270.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -0.9% | -0.3% |
| 7D | +1.6% | -3.3% | +4.9% | +2.1% |
| 30D | +14.8% | -5.8% | +20.7% | +15.9% |
| 3M | -0.8% | +0.2% | -1.0% | -1.4% |
| 6M | +2.2% | +56.8% | -54.5% | -6.4% |
| YTD | +29.5% | +2.4% | +27.1% | +26.9% |
| 1Y | +27.0% | +11.4% | +15.6% | +22.6% |
| 3Y | +10.9% | +15.2% | -4.2% | +2.3% |
| 5Y | +7.4% | -35.1% | +42.5% | +4.4% |
| All | +145.0% | +415.2% | -270.2% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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