+15,242.4%
SBUX vs RMD
+38,649.8%
-23,407.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.5% |
| 7D | +1.0% | +0.1% | +0.9% | +1.0% |
| 30D | +16.6% | +1.9% | +14.7% | +16.2% |
| 3M | -0.6% | +6.3% | -6.9% | -1.8% |
| 6M | +1.8% | +18.2% | -16.4% | -1.5% |
| YTD | +29.7% | +0.3% | +29.4% | +28.9% |
| 1Y | +26.1% | -4.3% | +30.3% | +26.3% |
| 3Y | +10.3% | +71.3% | -61.0% | -1.2% |
| 5Y | +7.6% | -1.8% | +9.4% | +5.0% |
| 10Y | +146.7% | +344.6% | -197.9% | +89.7% |
| All | +15,242.4% | +38,649.8% | -23,407.4% | +8,322.2% |
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