+43,429.5%
SBUX vs RGEN
+1,348.0%
+42,081.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.5% | +1.1% | -2.2% |
| 7D | +1.0% | -1.2% | +2.2% | +1.1% |
| 30D | +16.6% | -5.1% | +21.7% | +16.9% |
| 3M | -0.6% | +0.5% | -1.1% | -0.8% |
| 6M | +1.8% | +46.6% | -44.8% | -0.7% |
| YTD | +29.7% | +1.6% | +28.1% | +28.9% |
| 1Y | +26.1% | +5.4% | +20.7% | +25.0% |
| 3Y | +10.3% | +12.8% | -2.6% | +7.9% |
| 5Y | +7.6% | -35.6% | +43.2% | +7.2% |
| 10Y | +146.7% | +415.7% | -269.0% | +120.7% |
| All | +43,429.5% | +1,348.0% | +42,081.5% | +31,597.8% |
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