+26.7%
NFLX vs SBUX
-1.1%
+27.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.1% |
| 7D | -5.0% | -3.9% | -1.1% | -3.7% |
| 30D | +3.5% | -2.8% | +6.4% | +4.4% |
| 3M | -7.1% | +8.2% | -15.3% | -9.7% |
| 6M | -22.5% | +4.3% | -26.7% | -24.1% |
| YTD | -18.1% | +23.3% | -41.5% | -24.8% |
| 1Y | -38.3% | +24.3% | -62.6% | -44.0% |
| 3Y | +73.4% | +15.5% | +57.9% | +56.2% |
| 5Y | +26.7% | -2.7% | +29.4% | +3.5% |
| All | +26.7% | -1.1% | +27.8% | +3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling