+152.8%
RTX vs SBUX
+18.0%
+134.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.6% |
| 7D | -5.2% | -3.1% | -2.0% | -4.9% |
| 30D | -9.4% | -0.9% | -8.5% | -9.3% |
| 3M | +12.3% | +11.6% | +0.7% | +11.1% |
| 6M | -3.1% | +8.8% | -11.9% | -4.1% |
| YTD | +10.7% | +26.3% | -15.6% | +7.9% |
| 1Y | +28.4% | +23.1% | +5.3% | +25.3% |
| All | +152.8% | +18.0% | +134.8% | +143.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling