+65,302.9%
NFLX vs SBUX
+2,382.4%
+62,920.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.3% | -4.1% | -4.8% |
| 7D | -4.2% | -3.1% | -1.1% | -3.0% |
| 30D | +5.5% | -0.9% | +6.3% | +5.7% |
| 3M | -4.1% | +11.6% | -15.7% | -8.5% |
| 6M | -20.7% | +8.8% | -29.5% | -24.1% |
| YTD | -16.5% | +26.3% | -42.9% | -25.1% |
| 1Y | -37.8% | +23.1% | -60.9% | -44.1% |
| 3Y | +77.9% | +15.0% | +62.9% | +55.8% |
| 5Y | +32.5% | +0.4% | +32.1% | +22.4% |
| 10Y | +703.6% | +130.7% | +572.9% | +392.0% |
| All | +65,302.9% | +2,382.4% | +62,920.5% | +11,372.5% |
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 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