+15,215.0%
SBUX vs RMD
+38,753.6%
-23,538.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.4% | -0.2% |
| 7D | +1.6% | +2.1% | -0.5% | +1.2% |
| 30D | +14.8% | +2.1% | +12.7% | +14.4% |
| 3M | -0.8% | +6.2% | -7.0% | -2.0% |
| 6M | +2.2% | +19.4% | -17.2% | -1.3% |
| YTD | +29.5% | +0.5% | +28.9% | +28.6% |
| 1Y | +27.0% | -3.9% | +31.0% | +27.2% |
| 3Y | +10.9% | +72.5% | -61.6% | -0.7% |
| 5Y | +7.4% | -1.5% | +8.9% | +4.8% |
| 10Y | +146.3% | +345.8% | -199.5% | +89.3% |
| All | +15,215.0% | +38,753.6% | -23,538.6% | +8,303.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling