+10,276.3%
RTX vs SBUX
+43,306.7%
-33,030.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.4% |
| 7D | -5.2% | -3.1% | -2.0% | -4.4% |
| 30D | -9.4% | -0.9% | -8.5% | -9.2% |
| 3M | +12.3% | +11.6% | +0.7% | +9.1% |
| 6M | -3.1% | +8.8% | -11.9% | -5.6% |
| YTD | +10.7% | +26.3% | -15.6% | +3.8% |
| 1Y | +28.4% | +23.1% | +5.3% | +20.8% |
| 3Y | +147.1% | +15.0% | +132.1% | +129.3% |
| 5Y | +167.2% | +0.4% | +166.9% | +152.6% |
| 10Y | +274.7% | +130.7% | +144.0% | +191.4% |
| All | +10,276.3% | +43,306.7% | -33,030.4% | +3,708.0% |
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 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