+212.8%
RDDT vs SBUX
+13.6%
+199.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.0% | +1.7% |
| 7D | +2.1% | -5.5% | +7.6% | +4.0% |
| 30D | +2.8% | -8.5% | +11.3% | +5.8% |
| 3M | -8.9% | -2.9% | -6.0% | -8.3% |
| 6M | +15.1% | -1.5% | +16.6% | +14.8% |
| YTD | -31.4% | +19.4% | -50.7% | -36.6% |
| 1Y | -39.4% | +22.9% | -62.4% | -44.9% |
| All | +212.8% | +13.6% | +199.2% | +175.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 5y: compounded portfolio wealth divided by compounded SBUX 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…
5y analysis · Full analysis span regression · 6 months rolling