+23.1%
SBUX vs NUE
+82.6%
-59.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.7% | -1.2% |
| 7D | -3.1% | +4.2% | -7.4% | -3.7% |
| 30D | -0.9% | -5.0% | +4.1% | -0.3% |
| 3M | +11.6% | -0.2% | +11.8% | +11.8% |
| 6M | +8.8% | +49.1% | -40.4% | -1.6% |
| YTD | +26.3% | +61.0% | -34.7% | +13.6% |
| 1Y | +23.1% | +82.5% | -59.4% | +8.5% |
| All | +23.1% | +82.6% | -59.5% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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