+40,499.4%
SBUX vs NI
+3,373.5%
+37,125.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.7% |
| 7D | -6.3% | +1.3% | -7.5% | -6.8% |
| 30D | -3.9% | -0.3% | -3.6% | -3.8% |
| 3M | +3.3% | -9.5% | +12.7% | +7.4% |
| 6M | +1.4% | -10.2% | +11.7% | +5.6% |
| YTD | +21.0% | +1.8% | +19.2% | +19.4% |
| 1Y | +22.4% | +5.7% | +16.7% | +18.7% |
| 3Y | +13.2% | +69.6% | -56.4% | -10.9% |
| 5Y | -5.2% | +95.8% | -101.0% | -30.4% |
| 10Y | +128.3% | +145.1% | -16.7% | +47.8% |
| All | +40,499.4% | +3,373.5% | +37,125.9% | +10,216.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling