+11.3%
SBUX vs RGTI
+671.2%
-659.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.5% |
| 7D | -5.5% | +0.5% | -5.9% | -5.5% |
| 30D | -8.5% | -17.1% | +8.6% | -8.0% |
| 3M | -2.9% | -26.0% | +23.1% | -2.3% |
| 6M | -1.5% | -9.9% | +8.3% | -2.1% |
| YTD | +19.4% | -31.1% | +50.4% | +19.4% |
| 1Y | +22.9% | -8.5% | +31.5% | +20.8% |
| 3Y | +11.3% | +652.2% | -640.9% | -5.6% |
| All | +11.3% | +671.2% | -659.9% | -5.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling