+448.2%
NFLX vs SBUX
+146.3%
+301.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | -2.0% | +1.6% | -3.6% | -2.5% |
| 30D | -11.9% | +14.8% | -26.8% | -16.2% |
| 3M | -20.6% | -0.8% | -19.8% | -20.5% |
| 6M | -29.0% | +2.2% | -31.3% | -29.8% |
| YTD | -33.7% | +29.5% | -63.2% | -40.3% |
| 1Y | -46.2% | +27.0% | -73.2% | -51.4% |
| 3Y | +39.8% | +10.9% | +28.8% | +28.2% |
| 5Y | -9.0% | +7.4% | -16.4% | -18.3% |
| All | +448.2% | +146.3% | +301.9% | +273.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling