+43,351.9%
SBUX vs NOC
+10,564.4%
+32,787.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | +1.6% | +4.8% | -3.3% | +0.1% |
| 30D | +14.8% | +11.0% | +3.8% | +10.9% |
| 3M | -0.8% | -3.8% | +3.0% | +0.1% |
| 6M | +2.2% | +0.6% | +1.6% | +1.3% |
| YTD | +29.5% | -2.3% | +31.7% | +28.4% |
| 1Y | +27.0% | +0.3% | +26.8% | +24.8% |
| 3Y | +10.9% | +24.6% | -13.7% | -0.6% |
| 5Y | +7.4% | +66.0% | -58.6% | -15.3% |
| 10Y | +146.3% | +161.2% | -14.9% | +61.2% |
| All | +43,351.9% | +10,564.4% | +32,787.5% | +10,863.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NOC.
Daily Out/Under-Performance
Portfolio return minus NOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOC 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 NOC 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