+33.8%
NEE vs SBUX
+12.8%
+21.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -1.2% |
| 7D | -0.5% | -6.3% | +5.7% | +0.2% |
| 30D | -1.7% | -3.9% | +2.2% | -1.3% |
| 3M | -1.8% | +3.3% | -5.1% | -2.3% |
| 6M | -8.8% | +1.4% | -10.3% | -9.2% |
| YTD | +5.2% | +21.0% | -15.8% | +2.3% |
| 1Y | +21.3% | +22.4% | -1.1% | +17.7% |
| All | +33.8% | +12.8% | +21.0% | +29.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling