+24.3%
SBUX vs RY
+45.9%
-21.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.1% |
| 7D | -3.9% | +2.7% | -6.6% | -4.6% |
| 30D | -2.8% | -1.0% | -1.8% | -2.5% |
| 3M | +8.2% | +7.6% | +0.6% | +5.0% |
| 6M | +4.3% | +29.5% | -25.2% | -8.2% |
| YTD | +23.3% | +24.2% | -0.8% | +10.4% |
| 1Y | +24.3% | +46.4% | -22.1% | -2.3% |
| All | +24.3% | +45.9% | -21.7% | -2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling