+123.9%
SBUX vs NVMI
+3,158.6%
-3,034.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.8% |
| 7D | -5.5% | -0.1% | -5.4% | -5.5% |
| 30D | -8.5% | -8.4% | -0.1% | -7.0% |
| 3M | -2.9% | -33.6% | +30.7% | +4.3% |
| 6M | -1.5% | -14.7% | +13.1% | -1.2% |
| YTD | +19.4% | +13.2% | +6.2% | +11.5% |
| 1Y | +22.9% | +29.0% | -6.1% | +10.5% |
| 3Y | +11.3% | +215.0% | -203.7% | -25.1% |
| 5Y | -6.9% | +268.6% | -275.4% | -41.9% |
| All | +123.9% | +3,158.6% | -3,034.7% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 10y: compounded portfolio wealth divided by compounded NVMI 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…
10y analysis · Full analysis span regression · 6 months rolling