+23.1%
SBUX vs NEM
+73.9%
-50.8%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.5% | -1.2% |
| 7D | -3.1% | +0.3% | -3.4% | -3.1% |
| 30D | -0.9% | +23.1% | -24.0% | -1.6% |
| 3M | +11.6% | +18.5% | -6.9% | +10.9% |
| 6M | +8.8% | +7.8% | +1.0% | +8.4% |
| YTD | +26.3% | +29.1% | -2.8% | +25.1% |
| 1Y | +23.1% | +72.7% | -49.5% | +18.2% |
| All | +23.1% | +73.9% | -50.8% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NEM.
Daily Out/Under-Performance
Portfolio return minus NEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEM 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 NEM 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