+504.6%
NOW vs SBUX
+155.2%
+349.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.8% | -3.0% | -0.8% |
| 7D | -3.1% | +4.8% | -7.9% | -5.0% |
| 30D | -27.0% | +20.6% | -47.6% | -32.9% |
| 3M | -17.7% | +4.3% | -22.0% | -19.7% |
| 6M | +12.7% | +5.5% | +7.2% | +8.9% |
| YTD | -32.9% | +32.3% | -65.2% | -42.3% |
| 1Y | -40.4% | +31.2% | -71.5% | -48.7% |
| 3Y | -17.1% | +14.8% | -31.9% | -27.4% |
| 5Y | -25.7% | +8.0% | -33.6% | -34.4% |
| 10Y | +504.6% | +148.7% | +355.9% | +256.3% |
| All | +504.6% | +155.2% | +349.4% | +256.3% |
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