+15.5%
SBUX vs RMD
+52.4%
-36.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.2% | +0.8% | -1.6% |
| 7D | -3.9% | -4.5% | +0.6% | -2.9% |
| 30D | -2.8% | +4.6% | -7.4% | -3.9% |
| 3M | +8.2% | +14.8% | -6.6% | +4.4% |
| 6M | +4.3% | -12.1% | +16.3% | +6.9% |
| YTD | +23.3% | -7.5% | +30.8% | +24.8% |
| 1Y | +24.3% | -20.1% | +44.4% | +30.0% |
| 3Y | +15.5% | +53.9% | -38.4% | +6.7% |
| All | +15.5% | +52.4% | -36.9% | +6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling