+44,521.2%
SBUX vs ROL
+6,190.9%
+38,330.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +4.9% | +3.4% | +1.5% | +3.7% |
| 30D | +21.2% | +20.8% | +0.4% | +13.0% |
| 3M | +5.7% | +3.7% | +1.9% | +3.9% |
| 6M | +6.0% | -27.7% | +33.7% | +18.5% |
| YTD | +32.9% | -34.9% | +67.9% | +54.0% |
| 1Y | +33.3% | -33.3% | +66.6% | +53.0% |
| 3Y | +13.0% | +4.3% | +8.7% | +7.9% |
| 5Y | +8.8% | +15.0% | -6.1% | -1.4% |
| 10Y | +154.6% | +214.7% | -60.1% | +51.1% |
| All | +44,521.2% | +6,190.9% | +38,330.3% | +10,193.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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