+52,774.0%
NFLX vs SBUX
+2,512.6%
+50,261.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.5% | -1.3% |
| 7D | -0.3% | +4.9% | -5.2% | -2.2% |
| 30D | -10.0% | +21.2% | -31.2% | -16.9% |
| 3M | -17.1% | +5.7% | -22.7% | -19.2% |
| 6M | -27.7% | +6.0% | -33.7% | -29.7% |
| YTD | -32.5% | +32.9% | -65.5% | -40.8% |
| 1Y | -43.5% | +33.3% | -76.8% | -50.7% |
| 3Y | +41.4% | +13.0% | +28.4% | +25.3% |
| 5Y | -2.2% | +8.8% | -11.0% | -12.4% |
| 10Y | +448.1% | +154.6% | +293.5% | +221.4% |
| All | +52,774.0% | +2,512.6% | +50,261.3% | +8,970.4% |
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 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