+180.8%
NOK vs SBUX
+11.9%
+168.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.1% |
| 7D | +8.7% | -6.2% | +14.9% | +10.0% |
| 30D | +12.5% | -6.4% | +18.9% | +13.9% |
| 3M | -20.7% | +1.0% | -21.8% | -21.1% |
| 6M | +36.2% | -0.4% | +36.5% | +35.6% |
| YTD | +64.1% | +20.0% | +44.2% | +57.7% |
| 1Y | +132.4% | +22.8% | +109.6% | +121.5% |
| All | +180.8% | +11.9% | +168.9% | +173.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling