+145.4%
SBUX vs RVTY
+216.9%
-71.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.1% |
| 7D | +1.0% | +4.1% | -3.1% | -0.3% |
| 30D | +16.6% | +1.3% | +15.3% | +15.7% |
| 3M | -0.6% | +33.3% | -33.8% | -10.9% |
| 6M | +1.8% | +58.3% | -56.5% | -14.9% |
| YTD | +29.7% | +62.7% | -33.0% | +6.1% |
| 1Y | +26.1% | +67.2% | -41.2% | +1.9% |
| 3Y | +10.3% | +87.3% | -77.1% | -18.1% |
| 5Y | +7.6% | -13.4% | +21.1% | +7.0% |
| All | +145.4% | +216.9% | -71.5% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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