+11.1%
SBUX vs RIG
-19.4%
+30.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.4% |
| 7D | +1.0% | +4.3% | -3.3% | +0.6% |
| 30D | +16.6% | -5.8% | +22.4% | +16.9% |
| 3M | -0.6% | -6.7% | +6.1% | -0.4% |
| 6M | +1.8% | -18.7% | +20.5% | +3.3% |
| YTD | +29.7% | +28.8% | +0.9% | +23.5% |
| 1Y | +26.1% | +28.8% | -2.8% | +19.9% |
| All | +11.1% | -19.4% | +30.5% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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