+283.9%
RTX vs SBUX
+125.1%
+158.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | +0.1% |
| 7D | -1.6% | -6.3% | +4.7% | +0.7% |
| 30D | -11.6% | -3.9% | -7.7% | -10.4% |
| 3M | +9.2% | +3.3% | +5.9% | +7.5% |
| 6M | -4.4% | +1.4% | -5.9% | -5.8% |
| YTD | +8.9% | +21.0% | -12.1% | 0.0% |
| 1Y | +32.1% | +22.4% | +9.7% | +20.0% |
| 3Y | +151.2% | +13.2% | +138.0% | +123.0% |
| 5Y | +162.9% | -5.2% | +168.1% | +150.5% |
| 10Y | +283.9% | +128.3% | +155.6% | +133.2% |
| All | +283.9% | +125.1% | +158.9% | +133.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling