+911.9%
NVDA vs SBUX
-4.5%
+916.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | 0.0% |
| 7D | -0.3% | -6.3% | +5.9% | +2.9% |
| 30D | +2.8% | -3.9% | +6.7% | +4.6% |
| 3M | +7.4% | +3.3% | +4.1% | +4.9% |
| 6M | +22.6% | +1.4% | +21.2% | +19.8% |
| YTD | +20.1% | +21.0% | -0.9% | +6.3% |
| 1Y | +31.2% | +22.4% | +8.7% | +13.8% |
| 3Y | +391.7% | +13.2% | +378.5% | +322.1% |
| 5Y | +911.9% | -5.2% | +917.1% | +819.8% |
| All | +911.9% | -4.5% | +916.4% | +819.8% |
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