+41.5%
NU vs SBUX
-4.4%
+45.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.4% |
| 7D | -4.9% | -5.5% | +0.6% | -2.1% |
| 30D | +7.8% | -8.5% | +16.3% | +12.7% |
| 3M | +20.9% | -2.9% | +23.8% | +22.2% |
| 6M | +0.9% | -1.5% | +2.4% | +0.5% |
| YTD | -12.7% | +19.4% | -32.0% | -21.9% |
| 1Y | -6.4% | +22.9% | -29.3% | -18.3% |
| 3Y | +98.1% | +11.3% | +86.8% | +72.5% |
| All | +41.5% | -4.4% | +45.9% | +47.5% |
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