-6.4%
SBUX vs RPRX
+72.5%
-78.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.0% | +2.2% | 0.0% |
| 7D | -6.2% | -8.0% | +1.8% | -4.2% |
| 30D | -6.4% | +2.1% | -8.5% | -7.0% |
| 3M | +1.0% | +8.2% | -7.1% | -1.2% |
| 6M | -0.4% | +28.9% | -29.3% | -7.2% |
| YTD | +20.0% | +54.1% | -34.2% | +6.2% |
| 1Y | +22.8% | +65.5% | -42.8% | +6.2% |
| 3Y | +12.3% | +117.3% | -105.0% | -11.6% |
| 5Y | -6.4% | +71.6% | -78.0% | -17.7% |
| All | -6.4% | +72.5% | -78.9% | -17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling