+40,499.4%
SBUX vs NVO
+17,290.6%
+23,208.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.7% |
| 7D | -6.3% | -4.7% | -1.5% | -5.4% |
| 30D | -3.9% | -5.4% | +1.6% | -2.9% |
| 3M | +3.3% | +7.0% | -3.7% | +1.6% |
| 6M | +1.4% | +17.6% | -16.2% | -2.4% |
| YTD | +21.0% | -8.0% | +29.0% | +20.7% |
| 1Y | +22.4% | -13.8% | +36.3% | +23.3% |
| 3Y | +13.2% | -50.3% | +63.5% | +23.4% |
| 5Y | -5.2% | +0.7% | -5.8% | -12.5% |
| 10Y | +128.3% | +155.6% | -27.3% | +71.0% |
| All | +40,499.4% | +17,290.6% | +23,208.7% | +19,047.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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