-6.7%
SBUX vs NVT
+419.5%
-426.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.6% | -5.1% | -1.6% |
| 7D | -5.5% | +4.1% | -9.6% | -6.4% |
| 30D | -8.5% | -5.1% | -3.3% | -7.5% |
| 3M | -2.9% | -1.2% | -1.7% | -3.7% |
| 6M | -1.5% | +46.6% | -48.1% | -13.3% |
| YTD | +19.4% | +60.0% | -40.6% | +2.0% |
| 1Y | +22.9% | +70.8% | -47.8% | +2.0% |
| 3Y | +11.3% | +187.5% | -176.3% | -29.3% |
| All | -6.7% | +419.5% | -426.3% | -57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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