+10.1%
NEE vs SBUX
-4.5%
+14.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -1.0% |
| 7D | -0.5% | -6.3% | +5.7% | +0.7% |
| 30D | -1.7% | -3.9% | +2.2% | -1.0% |
| 3M | -1.8% | +3.3% | -5.1% | -2.6% |
| 6M | -8.8% | +1.4% | -10.3% | -9.4% |
| YTD | +5.2% | +21.0% | -15.8% | +0.5% |
| 1Y | +21.3% | +22.4% | -1.1% | +15.4% |
| 3Y | +35.2% | +13.2% | +22.0% | +28.1% |
| 5Y | +10.1% | -5.2% | +15.3% | +5.0% |
| All | +10.1% | -4.5% | +14.7% | +5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling