+211.0%
RSP vs SBUX
+146.3%
+64.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | +2.4% | +1.6% | +0.8% | +1.7% |
| 30D | +4.3% | +14.8% | -10.5% | -1.1% |
| 3M | -0.3% | -0.8% | +0.5% | -0.2% |
| 6M | +9.8% | +2.2% | +7.6% | +8.4% |
| YTD | +16.8% | +29.5% | -12.6% | +4.4% |
| 1Y | +19.5% | +27.0% | -7.5% | +7.4% |
| 3Y | +65.1% | +10.9% | +54.2% | +51.1% |
| 5Y | +48.7% | +7.4% | +41.3% | +34.9% |
| All | +211.0% | +146.3% | +64.7% | +95.6% |
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