+45.4%
RSP vs SBUX
+1.8%
+43.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.2% |
| 7D | -1.0% | +1.7% | -2.7% | -1.5% |
| 30D | +2.6% | +12.6% | -10.1% | -0.8% |
| 3M | -0.8% | +0.8% | -1.6% | -1.1% |
| 6M | +6.3% | +0.2% | +6.1% | +5.9% |
| YTD | +14.1% | +27.4% | -13.3% | +5.5% |
| 1Y | +18.0% | +31.5% | -13.5% | +7.9% |
| 3Y | +61.0% | +9.3% | +51.8% | +54.5% |
| All | +45.4% | +1.8% | +43.5% | +40.8% |
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