+20.8%
SBUX vs ROIV
+280.9%
-260.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.4% | +2.1% | -2.0% |
| 7D | +1.0% | +9.2% | -8.2% | +0.2% |
| 30D | +16.6% | +19.9% | -3.3% | +14.7% |
| 3M | -0.6% | +10.6% | -11.2% | -1.8% |
| 6M | +1.8% | +36.1% | -34.3% | -1.6% |
| YTD | +29.7% | +84.3% | -54.6% | +21.5% |
| 1Y | +26.1% | +87.6% | -61.5% | +17.8% |
| 3Y | +10.3% | +353.9% | -343.7% | -5.9% |
| 5Y | +7.6% | +376.1% | -368.4% | -19.5% |
| All | +20.8% | +280.9% | -260.1% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling