+41.3%
SBUX vs RGTI
-69.7%
+111.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.1% | +3.6% | +4.7% |
| 7D | +6.3% | -9.6% | +15.9% | +6.4% |
| 30D | +16.2% | -26.0% | +42.2% | +16.4% |
| 3M | +5.1% | -35.8% | +40.9% | +5.5% |
| 6M | +5.7% | -36.7% | +42.4% | +5.4% |
| YTD | +32.6% | -49.4% | +82.0% | +30.7% |
| 1Y | +41.3% | -68.1% | +109.5% | +41.9% |
| All | +41.3% | -69.7% | +111.1% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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