+6,265.9%
NEE vs SBUX
+43,306.7%
-37,040.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.5% | -0.6% |
| 7D | +1.9% | -3.1% | +5.1% | +2.4% |
| 30D | -2.2% | -0.9% | -1.3% | -2.1% |
| 3M | -1.2% | +11.6% | -12.8% | -2.8% |
| 6M | -8.6% | +8.8% | -17.3% | -9.9% |
| YTD | +6.2% | +26.3% | -20.1% | +2.4% |
| 1Y | +21.1% | +23.1% | -2.0% | +17.0% |
| 3Y | +36.4% | +15.0% | +21.4% | +31.1% |
| 5Y | +11.4% | +0.4% | +11.0% | +8.2% |
| 10Y | +250.0% | +130.7% | +119.3% | +204.2% |
| All | +6,265.9% | +43,306.7% | -37,040.9% | +3,875.8% |
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