+41,298.9%
SBUX vs RJF
+17,153.4%
+24,145.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.0% |
| 7D | -3.9% | +1.8% | -5.7% | -4.5% |
| 30D | -2.8% | 0.0% | -2.8% | -2.9% |
| 3M | +8.2% | +18.0% | -9.8% | +1.7% |
| 6M | +4.3% | +17.0% | -12.7% | -2.0% |
| YTD | +23.3% | +11.1% | +12.2% | +17.9% |
| 1Y | +24.3% | +8.0% | +16.3% | +19.7% |
| 3Y | +15.5% | +73.3% | -57.8% | -7.5% |
| 5Y | -2.7% | +107.4% | -110.1% | -28.1% |
| 10Y | +128.8% | +428.5% | -299.7% | +15.4% |
| All | +41,298.9% | +17,153.4% | +24,145.5% | +6,125.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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