+27.0%
SBUX vs NDAQ
+24.5%
+2.5%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | +1.6% | +1.3% | +0.3% | +1.3% |
| 30D | +14.8% | +18.0% | -3.1% | +11.4% |
| 3M | -0.8% | +11.5% | -12.3% | -2.8% |
| 6M | +2.2% | +21.1% | -18.8% | -1.3% |
| YTD | +29.5% | +12.8% | +16.6% | +23.4% |
| 1Y | +27.0% | +25.7% | +1.3% | +16.4% |
| All | +27.0% | +24.5% | +2.5% | +16.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling