+41,298.9%
SBUX vs RIO
+4,839.5%
+36,459.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.5% |
| 7D | -3.9% | +1.9% | -5.8% | -4.4% |
| 30D | -2.8% | +5.0% | -7.8% | -4.1% |
| 3M | +8.2% | +5.1% | +3.1% | +6.5% |
| 6M | +4.3% | +17.6% | -13.4% | -0.8% |
| YTD | +23.3% | +36.3% | -13.0% | +12.8% |
| 1Y | +24.3% | +71.2% | -46.9% | +7.0% |
| 3Y | +15.5% | +102.7% | -87.3% | -5.6% |
| 5Y | -2.7% | +99.6% | -102.3% | -21.6% |
| 10Y | +128.8% | +603.1% | -474.3% | +30.8% |
| All | +41,298.9% | +4,839.5% | +36,459.3% | +13,059.4% |
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