+42,297.2%
SBUX vs RGEN
+1,357.4%
+40,939.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.2% |
| 7D | -3.1% | -4.9% | +1.8% | -2.9% |
| 30D | -0.9% | +5.7% | -6.6% | -1.2% |
| 3M | +11.6% | +32.4% | -20.8% | +9.7% |
| 6M | +8.8% | +33.2% | -24.4% | +6.7% |
| YTD | +26.3% | +2.3% | +24.0% | +25.7% |
| 1Y | +23.1% | +39.0% | -15.9% | +20.2% |
| 3Y | +15.0% | -4.6% | +19.6% | +13.4% |
| 5Y | +0.4% | -42.7% | +43.0% | +0.5% |
| 10Y | +130.7% | +433.6% | -302.9% | +106.2% |
| All | +42,297.2% | +1,357.4% | +40,939.8% | +30,801.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling