+14,546.7%
NVDA vs SBUX
+127.2%
+14,419.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | -5.1% | -5.5% | +0.4% | -2.1% |
| 30D | -2.5% | -8.5% | +6.0% | +2.3% |
| 3M | +6.7% | -2.9% | +9.6% | +7.7% |
| 6M | +17.6% | -1.5% | +19.1% | +16.6% |
| YTD | +17.3% | +19.4% | -2.1% | +3.3% |
| 1Y | +23.5% | +22.9% | +0.6% | +5.3% |
| 3Y | +384.6% | +11.3% | +373.3% | +309.3% |
| 5Y | +875.4% | -6.9% | +882.3% | +816.2% |
| All | +14,546.7% | +127.2% | +14,419.5% | +7,458.5% |
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