+46.0%
SBUX vs RPRX
+52.7%
-6.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.2% | -0.4% |
| 7D | -5.5% | -8.4% | +2.9% | -3.7% |
| 30D | -8.5% | -0.6% | -7.8% | -8.4% |
| 3M | -2.9% | +6.4% | -9.3% | -4.4% |
| 6M | -1.5% | +26.6% | -28.1% | -6.7% |
| YTD | +19.4% | +53.8% | -34.4% | +8.3% |
| 1Y | +22.9% | +62.8% | -39.8% | +9.8% |
| 3Y | +11.3% | +118.0% | -106.7% | -7.9% |
| 5Y | -6.9% | +71.2% | -78.0% | -18.2% |
| All | +46.0% | +52.7% | -6.7% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 10y: compounded portfolio wealth divided by compounded RPRX 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…
10y analysis · Full analysis span regression · 6 months rolling