+123.9%
SBUX vs FCEL
-99.1%
+223.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.4% | -0.6% |
| 7D | -5.5% | +6.3% | -11.8% | -5.8% |
| 30D | -8.5% | -26.7% | +18.2% | -7.6% |
| 3M | -2.9% | -10.2% | +7.3% | -3.8% |
| 6M | -1.5% | +123.5% | -125.0% | -7.1% |
| YTD | +19.4% | +117.4% | -98.0% | +12.4% |
| 1Y | +22.9% | +146.0% | -123.0% | +14.3% |
| 3Y | +11.3% | -61.9% | +73.2% | +7.4% |
| 5Y | -6.9% | -90.5% | +83.7% | -7.3% |
| All | +123.9% | -99.1% | +223.0% | +129.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FCEL.
Daily Out/Under-Performance
Portfolio return minus FCEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCEL 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 10y: compounded portfolio wealth divided by compounded FCEL 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…
10y analysis · Full analysis span regression · 6 months rolling