+103.5%
NU vs SBUX
+11.9%
+91.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +1.0% | +0.3% |
| 7D | -4.2% | -6.2% | +2.0% | -2.8% |
| 30D | +10.0% | -6.4% | +16.5% | +11.6% |
| 3M | +29.3% | +1.0% | +28.2% | +28.7% |
| 6M | +0.9% | -0.4% | +1.3% | +0.5% |
| YTD | -10.3% | +20.0% | -30.2% | -14.4% |
| 1Y | -3.2% | +22.8% | -25.9% | -8.4% |
| All | +103.5% | +11.9% | +91.7% | +103.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling