+27.0%
SBUX vs RMD
-3.5%
+30.6%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.4% | -0.2% |
| 7D | +1.6% | +2.1% | -0.5% | +1.1% |
| 30D | +14.8% | +2.1% | +12.7% | +14.2% |
| 3M | -0.8% | +6.2% | -7.0% | -2.1% |
| 6M | +2.2% | +19.4% | -17.2% | -2.3% |
| YTD | +29.5% | +0.5% | +28.9% | +28.4% |
| 1Y | +27.0% | -3.9% | +31.0% | +29.7% |
| All | +27.0% | -3.5% | +30.6% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling