+22.8%
SBUX vs RKT
-38.3%
+61.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | -0.7% |
| 7D | -6.2% | -7.2% | +1.0% | -5.6% |
| 30D | -6.4% | -7.9% | +1.5% | -5.8% |
| 3M | +1.0% | +5.2% | -4.1% | +0.1% |
| 6M | -0.4% | -14.9% | +14.5% | 0.0% |
| YTD | +20.0% | -31.9% | +51.8% | +21.9% |
| 1Y | +22.8% | -36.9% | +59.7% | +24.2% |
| All | +22.8% | -38.3% | +61.1% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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