-27.2%
NOW vs SBUX
+7.6%
-34.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.3% | -1.2% |
| 7D | -1.7% | +1.0% | -2.7% | -2.1% |
| 30D | -27.4% | +16.6% | -44.0% | -31.6% |
| 3M | -19.4% | -0.6% | -18.9% | -19.7% |
| 6M | +13.1% | +1.8% | +11.3% | +11.4% |
| YTD | -34.3% | +29.7% | -64.0% | -42.0% |
| 1Y | -41.8% | +26.1% | -67.8% | -48.2% |
| 3Y | -20.7% | +10.3% | -31.0% | -25.5% |
| 5Y | -27.2% | +7.6% | -34.8% | -30.4% |
| All | -27.2% | +7.6% | -34.8% | -30.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling