+123.9%
SBUX vs RRX
+228.4%
-104.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.7% | -4.2% | -1.6% |
| 7D | -5.5% | -0.3% | -5.1% | -5.4% |
| 30D | -8.5% | -6.1% | -2.3% | -6.9% |
| 3M | -2.9% | -23.1% | +20.1% | +3.0% |
| 6M | -1.5% | -19.5% | +18.0% | +1.5% |
| YTD | +19.4% | +16.1% | +3.3% | +8.0% |
| 1Y | +22.9% | +12.9% | +10.0% | +11.3% |
| 3Y | +11.3% | +7.9% | +3.4% | -2.8% |
| 5Y | -6.9% | +19.1% | -26.0% | -24.2% |
| All | +123.9% | +228.4% | -104.5% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 10y: compounded portfolio wealth divided by compounded RRX 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…
10y analysis · Full analysis span regression · 6 months rolling