+1,250.5%
NOK vs SBUX
+18,399.3%
-17,148.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.4% | -2.5% |
| 7D | +5.4% | +1.6% | +3.8% | +4.9% |
| 30D | -14.1% | +14.8% | -29.0% | -18.2% |
| 3M | -23.6% | -0.8% | -22.8% | -23.6% |
| 6M | -45.1% | +2.2% | -47.4% | -46.0% |
| YTD | +24.7% | +29.5% | -4.7% | +12.9% |
| 1Y | +19.0% | +27.0% | -8.0% | +8.2% |
| 3Y | +147.0% | +10.9% | +136.1% | +126.2% |
| 5Y | +58.2% | +7.4% | +50.7% | +44.9% |
| 10Y | +122.3% | +146.3% | -24.0% | +47.0% |
| All | +1,250.5% | +18,399.3% | -17,148.8% | +128.6% |
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 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