+15.5%
SBUX vs RRC
+32.7%
-17.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | -3.9% | -1.2% | -2.7% | -3.8% |
| 30D | -2.8% | +9.4% | -12.3% | -3.9% |
| 3M | +8.2% | +7.4% | +0.8% | +7.2% |
| 6M | +4.3% | +1.5% | +2.8% | +3.7% |
| YTD | +23.3% | +19.4% | +3.9% | +19.7% |
| 1Y | +24.3% | +24.2% | +0.1% | +19.3% |
| 3Y | +15.5% | +32.8% | -17.3% | +11.5% |
| All | +15.5% | +32.7% | -17.3% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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