+1.6%
SBUX vs FAST
+100.5%
-99.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.0% | -1.6% |
| 7D | -3.1% | -0.4% | -2.8% | -3.0% |
| 30D | -0.9% | -0.8% | -0.1% | -0.6% |
| 3M | +11.6% | +5.8% | +5.9% | +8.7% |
| 6M | +8.8% | +8.0% | +0.8% | +4.4% |
| YTD | +26.3% | +25.6% | +0.7% | +12.9% |
| 1Y | +23.1% | +0.8% | +22.3% | +21.2% |
| 3Y | +15.0% | +86.1% | -71.2% | -18.8% |
| All | +1.6% | +100.5% | -99.0% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FAST.
Daily Out/Under-Performance
Portfolio return minus FAST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FAST 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 FAST 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