+18,890.4%
SBUX vs RIG
-40.2%
+18,930.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.8% | +1.5% | -0.9% |
| 7D | -3.1% | +0.9% | -4.0% | -3.3% |
| 30D | -0.9% | +13.8% | -14.7% | -2.5% |
| 3M | +11.6% | -6.4% | +18.0% | +12.1% |
| 6M | +8.8% | -8.2% | +16.9% | +9.1% |
| YTD | +26.3% | +41.6% | -15.3% | +20.0% |
| 1Y | +23.1% | +88.7% | -65.6% | +12.5% |
| 3Y | +15.0% | -30.9% | +45.8% | +14.4% |
| 5Y | +0.4% | +57.7% | -57.3% | -14.3% |
| 10Y | +130.7% | -39.3% | +169.9% | +76.8% |
| All | +18,890.4% | -40.2% | +18,930.6% | +13,574.3% |
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