+125.0%
SBUX vs NDAQ
+370.8%
-245.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.5% | +0.4% |
| 7D | -6.2% | -6.8% | +0.6% | -2.8% |
| 30D | -6.4% | -3.2% | -3.3% | -5.0% |
| 3M | +1.0% | +6.5% | -5.4% | -2.8% |
| 6M | -0.4% | +5.7% | -6.1% | -4.3% |
| YTD | +20.0% | -4.6% | +24.6% | +20.8% |
| 1Y | +22.8% | -1.6% | +24.3% | +21.1% |
| 3Y | +12.3% | +86.4% | -74.1% | -23.0% |
| 5Y | -6.4% | +50.3% | -56.7% | -29.4% |
| All | +125.0% | +370.8% | -245.9% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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