+24.3%
SBUX vs ROIV
+221.6%
-197.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +18.8% | -21.1% | -3.2% |
| 7D | -3.9% | +20.2% | -24.1% | -4.9% |
| 30D | -2.8% | +14.1% | -17.0% | -3.5% |
| 3M | +8.2% | +45.6% | -37.4% | +4.9% |
| 6M | +4.3% | +44.1% | -39.9% | +1.0% |
| YTD | +23.3% | +91.2% | -67.8% | +17.3% |
| 1Y | +24.3% | +221.3% | -197.0% | +22.5% |
| All | +24.3% | +221.6% | -197.3% | +22.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling