+23.2%
SBUX vs ROIV
+287.3%
-264.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.6% | -0.8% | +3.4% |
| 7D | +4.8% | +13.3% | -8.5% | +3.6% |
| 30D | +20.6% | +14.8% | +5.8% | +19.1% |
| 3M | +4.3% | +11.9% | -7.7% | +2.9% |
| 6M | +5.5% | +42.4% | -36.9% | +1.5% |
| YTD | +32.3% | +87.4% | -55.1% | +23.8% |
| 1Y | +31.2% | +97.2% | -66.1% | +22.0% |
| 3Y | +14.8% | +375.7% | -360.9% | -2.4% |
| 5Y | +8.0% | +379.0% | -371.1% | -19.4% |
| All | +23.2% | +287.3% | -264.1% | -3.5% |
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