+23.7%
SBUX vs ROIV
+298.6%
-274.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.2% |
| 7D | +0.2% | +9.5% | -9.3% | -0.7% |
| 30D | +19.1% | +21.0% | -1.9% | +17.0% |
| 3M | +3.6% | +18.7% | -15.1% | +1.7% |
| 6M | +5.1% | +44.5% | -39.4% | +1.1% |
| YTD | +32.9% | +92.9% | -60.0% | +24.0% |
| 1Y | +30.4% | +100.2% | -69.8% | +21.1% |
| 3Y | +13.0% | +375.0% | -362.1% | -4.0% |
| 5Y | +10.5% | +435.2% | -424.6% | -17.9% |
| All | +23.7% | +298.6% | -274.8% | -3.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling