+13.3%
RTX vs SBUX
+25.5%
-12.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -1.3% |
| 7D | +3.4% | +1.0% | +2.3% | +3.3% |
| 30D | +8.4% | +16.6% | -8.2% | +7.7% |
| 3M | -10.7% | -0.6% | -10.1% | -10.9% |
| 6M | +11.7% | +1.8% | +9.9% | +11.3% |
| YTD | +9.3% | +29.7% | -20.4% | +7.4% |
| 1Y | +13.3% | +26.1% | -12.8% | +11.0% |
| All | +13.3% | +25.5% | -12.2% | +11.0% |
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