+1,449.6%
NET vs SBUX
+32.5%
+1,417.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.3% |
| 7D | -7.0% | -3.1% | -3.8% | -5.5% |
| 30D | -4.8% | -0.9% | -3.9% | -4.4% |
| 3M | +3.8% | +11.6% | -7.8% | -2.3% |
| 6M | +50.0% | +8.8% | +41.3% | +41.3% |
| YTD | +41.5% | +26.3% | +15.2% | +21.7% |
| 1Y | +32.8% | +23.1% | +9.7% | +14.6% |
| 3Y | +335.9% | +15.0% | +320.9% | +274.4% |
| 5Y | +113.8% | +0.4% | +113.5% | +86.8% |
| All | +1,449.6% | +32.5% | +1,417.0% | +1,147.9% |
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