-57.4%
FIG vs SBUX
+32.6%
-90.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | -14.3% | +0.2% | -14.5% | -14.2% |
| 30D | -13.6% | +19.1% | -32.7% | -16.7% |
| 3M | -23.7% | +3.6% | -27.3% | -24.6% |
| 6M | -5.4% | +5.1% | -10.5% | -6.3% |
| YTD | -49.2% | +32.9% | -82.1% | -52.4% |
| 1Y | -57.4% | +30.4% | -87.8% | -60.0% |
| All | -57.4% | +32.6% | -90.0% | -60.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling