+21.3%
NOK vs SBUX
+38.6%
-17.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.7% | -7.3% | -3.0% |
| 7D | -10.4% | +6.3% | -16.7% | -10.8% |
| 30D | -19.0% | +16.2% | -35.2% | -20.1% |
| 3M | -16.7% | +5.1% | -21.8% | -16.8% |
| 6M | -37.1% | +5.7% | -42.9% | -36.9% |
| YTD | +27.7% | +32.6% | -5.0% | +24.0% |
| 1Y | +21.3% | +41.3% | -20.0% | +17.4% |
| All | +21.3% | +38.6% | -17.3% | +17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling