-79.1%
FIG vs SBUX
+17.7%
-96.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.1% | -4.5% |
| 7D | -16.3% | -3.1% | -13.2% | -16.6% |
| 30D | -14.3% | -0.9% | -13.4% | -14.4% |
| 3M | +7.2% | +11.6% | -4.5% | +9.0% |
| 6M | -18.6% | +8.8% | -27.4% | -18.4% |
| YTD | -35.5% | +26.3% | -61.8% | -30.3% |
| 1Y | -55.8% | +23.1% | -78.9% | -56.3% |
| All | -79.1% | +17.7% | -96.8% | -79.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling