+204.4%
RSP vs SBUX
+125.6%
+78.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.3% | -0.1% |
| 7D | -0.4% | -3.9% | +3.5% | +1.1% |
| 30D | -1.5% | -2.8% | +1.3% | -0.5% |
| 3M | +4.8% | +8.2% | -3.4% | +1.4% |
| 6M | +10.3% | +4.3% | +6.0% | +7.7% |
| YTD | +14.1% | +23.3% | -9.3% | +4.0% |
| 1Y | +17.0% | +24.3% | -7.3% | +5.8% |
| 3Y | +54.2% | +15.5% | +38.7% | +37.4% |
| 5Y | +51.5% | -2.7% | +54.2% | +43.4% |
| 10Y | +204.4% | +128.8% | +75.6% | +95.4% |
| All | +204.4% | +125.6% | +78.8% | +95.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling