+12.8%
SBUX vs FCEL
-61.1%
+73.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.7% | +4.8% | -1.7% |
| 7D | -6.3% | +15.1% | -21.3% | -6.8% |
| 30D | -3.9% | -16.4% | +12.6% | -3.4% |
| 3M | +3.3% | -5.3% | +8.6% | +1.8% |
| 6M | +1.4% | +124.5% | -123.1% | -5.9% |
| YTD | +21.0% | +126.7% | -105.7% | +11.8% |
| 1Y | +22.4% | +219.9% | -197.5% | +10.3% |
| All | +12.8% | -61.1% | +73.9% | +4.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling