+19,362.9%
SBUX vs RIG
-43.4%
+19,406.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.1% | -4.3% | -0.7% |
| 7D | +1.6% | +5.7% | -4.2% | +0.9% |
| 30D | +14.8% | -0.7% | +15.5% | +14.6% |
| 3M | -0.8% | -3.1% | +2.3% | -1.0% |
| 6M | +2.2% | -16.3% | +18.5% | +3.4% |
| YTD | +29.5% | +34.1% | -4.7% | +23.2% |
| 1Y | +27.0% | +38.2% | -11.1% | +20.3% |
| 3Y | +10.9% | -15.3% | +26.2% | +7.5% |
| 5Y | +7.4% | +62.5% | -55.0% | -8.6% |
| 10Y | +146.3% | -46.6% | +192.9% | +92.1% |
| All | +19,362.9% | -43.4% | +19,406.2% | +13,935.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling