+123.9%
SBUX vs NXPI
+231.6%
-107.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.5% | -5.0% | -1.9% |
| 7D | -5.5% | +3.9% | -9.3% | -6.7% |
| 30D | -8.5% | +1.4% | -9.8% | -8.9% |
| 3M | -2.9% | -21.5% | +18.6% | +3.7% |
| 6M | -1.5% | +19.4% | -20.9% | -9.9% |
| YTD | +19.4% | +9.9% | +9.4% | +11.7% |
| 1Y | +22.9% | +7.9% | +15.1% | +15.1% |
| 3Y | +11.3% | +22.7% | -11.4% | -4.6% |
| 5Y | -6.9% | +22.1% | -28.9% | -22.7% |
| All | +123.9% | +231.6% | -107.7% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NXPI.
Daily Out/Under-Performance
Portfolio return minus NXPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXPI 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 NXPI 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