+6,394.8%
NEE vs SBUX
+44,386.5%
-37,991.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -2.1% | +1.6% | -3.7% | -2.3% |
| 30D | +8.6% | +14.8% | -6.2% | +6.5% |
| 3M | -0.3% | -0.8% | +0.5% | -0.2% |
| 6M | -8.9% | +2.2% | -11.2% | -9.3% |
| YTD | +8.3% | +29.5% | -21.1% | +4.0% |
| 1Y | +4.3% | +27.0% | -22.8% | +0.3% |
| 3Y | +70.7% | +10.9% | +59.8% | +65.0% |
| 5Y | +12.8% | +7.4% | +5.4% | +8.6% |
| 10Y | +287.2% | +146.3% | +140.9% | +233.9% |
| All | +6,394.8% | +44,386.5% | -37,991.7% | +3,940.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling