+12,604.4%
SBUX vs RY
+11,573.6%
+1,030.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -0.9% |
| 7D | -3.1% | +3.1% | -6.2% | -4.7% |
| 30D | -0.9% | -0.3% | -0.6% | -0.8% |
| 3M | +11.6% | +8.7% | +2.9% | +6.4% |
| 6M | +8.8% | +28.5% | -19.8% | -5.5% |
| YTD | +26.3% | +25.1% | +1.2% | +11.3% |
| 1Y | +23.1% | +46.3% | -23.2% | -0.4% |
| 3Y | +15.0% | +154.9% | -140.0% | -31.6% |
| 5Y | +0.4% | +140.3% | -139.9% | -38.5% |
| 10Y | +130.7% | +377.0% | -246.4% | -2.5% |
| All | +12,604.4% | +11,573.6% | +1,030.8% | +924.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling