+43,351.9%
SBUX vs RIO
+3,846.2%
+39,505.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | +1.6% | -0.9% | +2.5% | +1.8% |
| 30D | +14.8% | -9.1% | +23.9% | +17.6% |
| 3M | -0.8% | -13.7% | +12.9% | +2.7% |
| 6M | +2.2% | -24.3% | +26.6% | +9.0% |
| YTD | +29.5% | +8.9% | +20.6% | +25.2% |
| 1Y | +27.0% | +22.7% | +4.4% | +19.1% |
| 3Y | +10.9% | +51.2% | -40.2% | -2.3% |
| 5Y | +7.4% | +88.1% | -80.7% | -12.0% |
| 10Y | +146.3% | +352.3% | -206.0% | +57.2% |
| All | +43,351.9% | +3,846.2% | +39,505.7% | +14,502.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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