-80.8%
FIG vs SBUX
+11.8%
-92.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.5% |
| 7D | -12.2% | -6.2% | -6.0% | -12.8% |
| 30D | -11.0% | -6.4% | -4.5% | -11.5% |
| 3M | +11.9% | +1.0% | +10.8% | +12.3% |
| 6M | -21.9% | -0.4% | -21.5% | -22.9% |
| YTD | -40.8% | +20.0% | -60.7% | -36.4% |
| 1Y | -56.6% | +22.8% | -79.4% | -52.4% |
| All | -80.8% | +11.8% | -92.6% | -81.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling