-80.9%
FIG vs SBUX
+12.7%
-93.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.3% | -3.4% |
| 7D | -14.5% | -6.3% | -8.2% | -15.0% |
| 30D | -13.3% | -3.9% | -9.5% | -13.7% |
| 3M | +7.4% | +3.3% | +4.1% | +8.2% |
| 6M | -27.8% | +1.4% | -29.2% | -28.4% |
| YTD | -41.1% | +21.0% | -62.1% | -36.7% |
| 1Y | -58.7% | +22.4% | -81.1% | -55.8% |
| All | -80.9% | +12.7% | -93.7% | -81.5% |
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