+16.2%
RSP vs SBUX
+21.8%
-5.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +1.0% | -0.6% |
| 7D | -1.8% | -6.3% | +4.4% | -0.7% |
| 30D | -2.5% | -3.9% | +1.3% | -1.9% |
| 3M | +3.0% | +3.3% | -0.3% | +2.3% |
| 6M | +8.9% | +1.4% | +7.5% | +8.2% |
| YTD | +13.0% | +21.0% | -8.0% | +8.4% |
| 1Y | +16.2% | +22.4% | -6.2% | +10.6% |
| All | +16.2% | +21.8% | -5.6% | +10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling