+1,578.5%
NOK vs SBUX
+17,950.3%
-16,371.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.3% | +3.9% | +3.1% |
| 7D | -1.8% | -3.1% | +1.4% | -0.7% |
| 30D | +4.7% | -0.9% | +5.6% | +5.0% |
| 3M | -39.7% | +11.6% | -51.3% | -42.1% |
| 6M | +23.1% | +8.8% | +14.3% | +18.7% |
| YTD | +55.0% | +26.3% | +28.7% | +41.9% |
| 1Y | +118.0% | +23.1% | +94.9% | +100.2% |
| 3Y | +170.5% | +15.0% | +155.5% | +144.9% |
| 5Y | +84.9% | +0.4% | +84.5% | +73.6% |
| 10Y | +112.0% | +130.7% | -18.7% | +43.8% |
| All | +1,578.5% | +17,950.3% | -16,371.8% | +187.4% |
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