+151.8%
NBIS vs SBUX
+21.6%
+130.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | -0.8% | -5.5% | +4.7% | -0.3% |
| 30D | -13.4% | -8.5% | -4.9% | -12.6% |
| 3M | +1.0% | -2.9% | +3.9% | +1.2% |
| 6M | +100.5% | -1.5% | +102.0% | +95.5% |
| YTD | +168.3% | +19.4% | +148.9% | +152.6% |
| 1Y | +151.8% | +22.9% | +128.8% | +131.1% |
| All | +151.8% | +21.6% | +130.2% | +131.1% |
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