+10.8%
SBUX vs NVD
-99.1%
+110.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.7% | -0.5% |
| 7D | -5.5% | +10.8% | -16.3% | -4.9% |
| 30D | -8.5% | +0.8% | -9.2% | -8.2% |
| 3M | -2.9% | -20.8% | +17.9% | -3.9% |
| 6M | -1.5% | -41.2% | +39.6% | -4.1% |
| YTD | +19.4% | -44.2% | +63.6% | +16.2% |
| 1Y | +22.9% | -54.2% | +77.1% | +18.5% |
| 3Y | +11.3% | -99.1% | +110.4% | -18.6% |
| All | +10.8% | -99.1% | +110.0% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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