-80.3%
FIG vs SBUX
+15.0%
-95.3%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.4% | -3.3% | -5.9% |
| 7D | -16.4% | -3.9% | -12.5% | -16.7% |
| 30D | -2.3% | -2.8% | +0.5% | -2.6% |
| 3M | +7.8% | +8.2% | -0.4% | +9.3% |
| 6M | -21.8% | +4.3% | -26.1% | -22.2% |
| YTD | -39.1% | +23.3% | -62.5% | -34.4% |
| 1Y | -56.6% | +24.3% | -80.9% | -53.9% |
| All | -80.3% | +15.0% | -95.3% | -80.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling