-5.2%
SBUX vs FCEL
-90.4%
+85.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.7% | +4.8% | -1.5% |
| 7D | -6.3% | +15.1% | -21.3% | -7.2% |
| 30D | -3.9% | -16.4% | +12.6% | -3.2% |
| 3M | +3.3% | -5.3% | +8.6% | +1.1% |
| 6M | +1.4% | +124.5% | -123.1% | -9.0% |
| YTD | +21.0% | +126.7% | -105.7% | +7.8% |
| 1Y | +22.4% | +219.9% | -197.5% | +4.4% |
| 3Y | +13.2% | -61.6% | +74.9% | +8.4% |
| 5Y | -5.2% | -90.5% | +85.3% | -1.6% |
| All | -5.2% | -90.4% | +85.2% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling