+245.4%
NEE vs SBUX
+128.3%
+117.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.6% | 0.0% |
| 7D | -1.9% | -6.2% | +4.3% | -0.2% |
| 30D | -3.1% | -6.4% | +3.3% | -1.4% |
| 3M | -2.4% | +1.0% | -3.5% | -2.9% |
| 6M | -8.6% | -0.4% | -8.2% | -9.0% |
| YTD | +4.9% | +20.0% | -15.0% | -1.3% |
| 1Y | +19.4% | +22.8% | -3.4% | +11.1% |
| 3Y | +34.9% | +12.3% | +22.6% | +24.3% |
| 5Y | +11.0% | -6.4% | +17.4% | +7.2% |
| All | +245.4% | +128.3% | +117.1% | +157.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling