+1,115.8%
RSP vs SBUX
+2,354.5%
-1,238.7%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.1% |
| 7D | -1.0% | +1.7% | -2.7% | -1.7% |
| 30D | +2.6% | +12.6% | -10.1% | -2.4% |
| 3M | -0.8% | +0.8% | -1.6% | -1.4% |
| 6M | +6.3% | +0.2% | +6.1% | +5.6% |
| YTD | +14.1% | +27.4% | -13.3% | +1.8% |
| 1Y | +18.0% | +31.5% | -13.5% | +3.6% |
| 3Y | +61.0% | +9.3% | +51.8% | +45.6% |
| 5Y | +45.6% | +1.5% | +44.1% | +32.9% |
| 10Y | +220.2% | +147.9% | +72.3% | +89.9% |
| All | +1,115.8% | +2,354.5% | -1,238.7% | +109.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling