+28.0%
NBIS vs SBUX
+38.6%
-10.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +4.7% | -11.4% | -6.6% |
| 7D | -22.4% | +6.3% | -28.7% | -22.3% |
| 30D | -39.1% | +16.2% | -55.3% | -39.2% |
| 3M | -37.3% | +5.1% | -42.4% | -36.9% |
| 6M | -19.8% | +5.7% | -25.5% | -18.9% |
| YTD | +69.1% | +32.6% | +36.4% | +60.9% |
| 1Y | +28.0% | +41.3% | -13.3% | +20.1% |
| All | +28.0% | +38.6% | -10.6% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 1y: compounded portfolio wealth divided by compounded SBUX 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…
1y analysis · Full analysis span regression · 6 months rolling