+167.1%
RTX vs SBUX
-1.1%
+168.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.6% |
| 7D | -3.1% | -3.9% | +0.8% | -2.5% |
| 30D | -10.6% | -2.8% | -7.7% | -10.2% |
| 3M | +11.6% | +8.2% | +3.4% | +10.1% |
| 6M | -4.5% | +4.3% | -8.8% | -5.5% |
| YTD | +9.6% | +23.3% | -13.8% | +5.2% |
| 1Y | +30.8% | +24.3% | +6.5% | +25.2% |
| 3Y | +152.8% | +15.5% | +137.4% | +142.1% |
| 5Y | +167.1% | -2.7% | +169.8% | +163.4% |
| All | +167.1% | -1.1% | +168.2% | +163.4% |
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