-83.2%
FIG vs SBUX
+23.3%
-106.5%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.8% | -0.7% | +3.0% |
| 7D | -12.6% | +4.8% | -17.4% | -12.5% |
| 30D | -13.8% | +20.6% | -34.4% | -12.9% |
| 3M | -16.7% | +4.3% | -21.0% | -17.0% |
| 6M | -6.1% | +5.5% | -11.6% | -6.1% |
| YTD | -48.1% | +32.3% | -80.4% | -44.1% |
| 1Y | -56.2% | +31.2% | -87.3% | -53.3% |
| All | -83.2% | +23.3% | -106.5% | -83.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling