-6.7%
SBUX vs NI
+96.9%
-103.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -5.5% | 0.0% | -5.5% | -5.5% |
| 30D | -8.5% | -1.4% | -7.1% | -8.1% |
| 3M | -2.9% | -10.6% | +7.7% | +0.9% |
| 6M | -1.5% | -9.3% | +7.8% | +1.7% |
| YTD | +19.4% | +1.1% | +18.2% | +18.1% |
| 1Y | +22.9% | +3.4% | +19.6% | +20.3% |
| 3Y | +11.3% | +67.9% | -56.6% | -10.3% |
| All | -6.7% | +96.9% | -103.6% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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