+48.4%
NU vs SBUX
-1.3%
+49.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.9% |
| 7D | +6.0% | -3.9% | +9.9% | +8.2% |
| 30D | +10.8% | -2.8% | +13.6% | +12.2% |
| 3M | +32.2% | +8.2% | +24.0% | +26.3% |
| 6M | +5.1% | +4.3% | +0.9% | +1.6% |
| YTD | -8.4% | +23.3% | -31.8% | -19.4% |
| 1Y | +0.7% | +24.3% | -23.6% | -12.4% |
| 3Y | +125.1% | +15.5% | +109.7% | +92.0% |
| All | +48.4% | -1.3% | +49.7% | +52.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling