+724.2%
FCX vs SBUX
+125.1%
+599.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | +0.6% |
| 7D | +3.1% | -6.3% | +9.4% | +6.8% |
| 30D | +8.1% | -3.9% | +12.0% | +10.3% |
| 3M | +18.9% | +3.3% | +15.6% | +16.1% |
| 6M | +26.6% | +1.4% | +25.2% | +23.8% |
| YTD | +51.2% | +21.0% | +30.2% | +33.1% |
| 1Y | +75.6% | +22.4% | +53.1% | +52.4% |
| 3Y | +101.7% | +13.2% | +88.5% | +72.9% |
| 5Y | +134.6% | -5.2% | +139.8% | +122.5% |
| 10Y | +724.2% | +128.3% | +595.8% | +353.1% |
| All | +724.2% | +125.1% | +599.1% | +353.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 SBUX 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