+42,297.2%
SBUX vs RRC
+1,202.2%
+41,095.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.2% |
| 7D | -3.1% | +1.3% | -4.4% | -3.3% |
| 30D | -0.9% | +10.1% | -11.0% | -1.8% |
| 3M | +11.6% | +4.0% | +7.6% | +11.1% |
| 6M | +8.8% | +1.6% | +7.2% | +8.4% |
| YTD | +26.3% | +19.7% | +6.6% | +23.8% |
| 1Y | +23.1% | +21.4% | +1.7% | +20.2% |
| 3Y | +15.0% | +29.7% | -14.7% | +10.7% |
| 5Y | +0.4% | +153.9% | -153.5% | -11.4% |
| 10Y | +130.7% | +10.8% | +119.9% | +99.0% |
| All | +42,297.2% | +1,202.2% | +41,095.0% | +27,949.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling