+39,971.8%
SBUX vs NYT
+639.9%
+39,331.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -0.9% | -0.6% |
| 7D | -5.5% | -0.6% | -4.9% | -5.3% |
| 30D | -8.5% | +4.6% | -13.0% | -9.6% |
| 3M | -2.9% | -9.6% | +6.7% | -0.8% |
| 6M | -1.5% | -14.0% | +12.5% | +1.7% |
| YTD | +19.4% | -2.8% | +22.2% | +18.8% |
| 1Y | +22.9% | +15.6% | +7.4% | +16.4% |
| 3Y | +11.3% | +56.3% | -45.0% | -4.9% |
| 5Y | -6.9% | +39.5% | -46.4% | -19.6% |
| 10Y | +125.4% | +488.0% | -362.7% | +22.6% |
| All | +39,971.8% | +639.9% | +39,331.9% | +16,036.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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