-2.2%
NFLX vs SBUX
+9.2%
-11.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.5% | -1.2% |
| 7D | -0.3% | +4.9% | -5.2% | -2.0% |
| 30D | -10.0% | +21.2% | -31.2% | -16.0% |
| 3M | -17.1% | +5.7% | -22.7% | -18.9% |
| 6M | -27.7% | +6.0% | -33.7% | -29.4% |
| YTD | -32.5% | +32.9% | -65.5% | -40.0% |
| 1Y | -43.5% | +33.3% | -76.8% | -50.0% |
| 3Y | +41.4% | +13.0% | +28.4% | +33.3% |
| 5Y | -2.2% | +8.8% | -11.0% | -18.4% |
| All | -2.2% | +9.2% | -11.4% | -18.4% |
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