-5.2%
SBUX vs NDAQ
+52.5%
-57.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -1.5% |
| 7D | -6.3% | -1.6% | -4.7% | -5.6% |
| 30D | -3.9% | -1.5% | -2.4% | -3.3% |
| 3M | +3.3% | +8.0% | -4.8% | -0.8% |
| 6M | +1.4% | +7.7% | -6.3% | -2.9% |
| YTD | +21.0% | -2.3% | +23.3% | +20.8% |
| 1Y | +22.4% | +0.6% | +21.9% | +19.9% |
| 3Y | +13.2% | +90.9% | -77.7% | -22.2% |
| 5Y | -5.2% | +52.5% | -57.6% | -32.1% |
| All | -5.2% | +52.5% | -57.7% | -32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling