-5.2%
SBUX vs RRC
+154.4%
-159.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.6% | -1.9% |
| 7D | -6.3% | -1.7% | -4.5% | -6.1% |
| 30D | -3.9% | +3.6% | -7.5% | -4.2% |
| 3M | +3.3% | +8.8% | -5.6% | +2.2% |
| 6M | +1.4% | +0.8% | +0.6% | +1.1% |
| YTD | +21.0% | +19.0% | +2.0% | +18.1% |
| 1Y | +22.4% | +22.9% | -0.5% | +18.7% |
| 3Y | +13.2% | +32.3% | -19.1% | +8.3% |
| 5Y | -5.2% | +151.6% | -156.8% | -10.8% |
| All | -5.2% | +154.4% | -159.6% | -10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling