-5.2%
SBUX vs RKT
-9.6%
+4.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.8% | -1.5% |
| 7D | -6.3% | -1.0% | -5.3% | -6.1% |
| 30D | -3.9% | -2.4% | -1.5% | -3.7% |
| 3M | +3.3% | +1.9% | +1.4% | +2.3% |
| 6M | +1.4% | -13.9% | +15.3% | +2.3% |
| YTD | +21.0% | -30.6% | +51.6% | +25.2% |
| 1Y | +22.4% | -34.4% | +56.8% | +27.2% |
| 3Y | +13.2% | +38.2% | -25.0% | -3.9% |
| 5Y | -5.2% | -9.7% | +4.5% | -18.0% |
| All | -5.2% | -9.6% | +4.4% | -18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling