+7.3%
SBUX vs RKT
-7.1%
+14.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.6% | -9.0% | +10.5% | +3.0% |
| 30D | +14.8% | +30.2% | -15.4% | +10.3% |
| 3M | -0.8% | -8.8% | +8.0% | +0.2% |
| 6M | +2.2% | -0.9% | +3.2% | +1.2% |
| YTD | +29.5% | -29.2% | +58.6% | +33.3% |
| 1Y | +27.0% | -20.1% | +47.1% | +28.0% |
| 3Y | +10.9% | +81.3% | -70.4% | -11.9% |
| All | +7.3% | -7.1% | +14.3% | -4.1% |
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