+6,461.2%
NEE vs SBUX
+45,558.7%
-39,097.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.3% | -0.3% |
| 7D | -2.8% | +0.2% | -3.0% | -2.8% |
| 30D | +9.5% | +19.1% | -9.5% | +6.8% |
| 3M | +1.0% | +3.6% | -2.6% | +0.5% |
| 6M | -8.0% | +5.1% | -13.1% | -8.7% |
| YTD | +9.4% | +32.9% | -23.4% | +4.7% |
| 1Y | +3.1% | +30.4% | -27.3% | -1.1% |
| 3Y | +70.5% | +13.0% | +57.5% | +64.3% |
| 5Y | +15.2% | +10.5% | +4.7% | +10.5% |
| 10Y | +291.2% | +152.8% | +138.4% | +236.0% |
| All | +6,461.2% | +45,558.7% | -39,097.5% | +3,967.2% |
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 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