+58.1%
SBUX vs RKT
-7.0%
+65.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.2% |
| 7D | -3.1% | +2.1% | -5.2% | -3.3% |
| 30D | -0.9% | +1.4% | -2.3% | -1.1% |
| 3M | +11.6% | +6.3% | +5.3% | +10.5% |
| 6M | +8.8% | -15.5% | +24.2% | +9.6% |
| YTD | +26.3% | -27.4% | +53.7% | +28.6% |
| 1Y | +23.1% | -26.6% | +49.7% | +24.9% |
| 3Y | +15.0% | +41.2% | -26.3% | +6.1% |
| 5Y | +0.4% | -6.4% | +6.8% | -8.4% |
| All | +58.1% | -7.0% | +65.1% | +43.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling