-38.7%
NOW vs SBUX
+38.6%
-77.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.7% | -5.0% | +0.2% |
| 7D | -27.5% | +6.3% | -33.8% | -27.0% |
| 30D | -20.0% | +16.2% | -36.2% | -19.1% |
| 3M | -7.9% | +5.1% | -13.0% | -7.7% |
| 6M | +18.3% | +5.7% | +12.6% | +19.6% |
| YTD | -29.0% | +32.6% | -61.6% | -29.0% |
| 1Y | -38.7% | +41.3% | -80.0% | -39.7% |
| All | -38.7% | +38.6% | -77.3% | -39.7% |
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 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