-5.2%
SBUX vs NXPI
+16.5%
-21.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.9% |
| 7D | -6.3% | -2.3% | -4.0% | -5.6% |
| 30D | -3.9% | -4.3% | +0.5% | -2.5% |
| 3M | +3.3% | -24.7% | +27.9% | +11.7% |
| 6M | +1.4% | +9.7% | -8.3% | -5.3% |
| YTD | +21.0% | +3.8% | +17.2% | +14.5% |
| 1Y | +22.4% | +1.6% | +20.8% | +16.0% |
| 3Y | +13.2% | +16.0% | -2.8% | -4.0% |
| 5Y | -5.2% | +16.1% | -21.3% | -24.5% |
| All | -5.2% | +16.5% | -21.6% | -24.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling