+9.3%
SBUX vs ROIV
+314.9%
-305.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.2% | -6.9% | -1.4% |
| 7D | +1.7% | +5.3% | -3.7% | +1.1% |
| 30D | +12.6% | +11.9% | +0.8% | +11.3% |
| 3M | +0.8% | +10.7% | -9.9% | -0.6% |
| 6M | +0.2% | +34.9% | -34.7% | -3.9% |
| YTD | +27.4% | +79.2% | -51.7% | +17.6% |
| 1Y | +31.5% | +89.0% | -57.5% | +20.2% |
| 3Y | +9.3% | +337.3% | -328.1% | -13.5% |
| All | +9.3% | +314.9% | -305.7% | -13.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling