+2,361.4%
SBUX vs NDAQ
+2,666.5%
-305.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | 0.0% |
| 7D | +4.9% | +2.9% | +2.1% | +4.1% |
| 30D | +21.2% | +17.5% | +3.7% | +15.1% |
| 3M | +5.7% | +15.4% | -9.8% | +0.8% |
| 6M | +6.0% | +24.6% | -18.6% | -1.7% |
| YTD | +32.9% | +14.4% | +18.5% | +26.0% |
| 1Y | +33.3% | +26.9% | +6.3% | +22.1% |
| 3Y | +13.0% | +119.8% | -106.8% | -13.4% |
| 5Y | +8.8% | +70.5% | -61.7% | -10.2% |
| 10Y | +154.6% | +475.8% | -321.2% | +45.7% |
| All | +2,361.4% | +2,666.5% | -305.1% | +930.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling