+138.6%
NOK vs SBUX
+127.2%
+11.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.5% | +5.3% | +5.0% |
| 7D | +11.0% | -5.5% | +16.5% | +13.0% |
| 30D | +7.8% | -8.5% | +16.3% | +10.9% |
| 3M | -21.0% | -2.9% | -18.1% | -20.5% |
| 6M | +40.9% | -1.5% | +42.4% | +40.5% |
| YTD | +72.0% | +19.4% | +52.6% | +60.5% |
| 1Y | +140.9% | +22.9% | +118.0% | +121.2% |
| 3Y | +194.3% | +11.3% | +183.0% | +170.0% |
| 5Y | +112.5% | -6.9% | +119.4% | +104.7% |
| All | +138.6% | +127.2% | +11.4% | +68.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling