-6.7%
SBUX vs FCUV
-99.8%
+93.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.3% | -3.7% | -0.5% |
| 7D | -5.5% | -66.5% | +61.0% | -5.3% |
| 30D | -8.5% | +5.0% | -13.4% | -8.6% |
| 3M | -2.9% | +63.8% | -66.7% | -4.2% |
| 6M | -1.5% | -67.8% | +66.3% | -1.3% |
| YTD | +19.4% | -82.4% | +101.8% | +20.4% |
| 1Y | +22.9% | -94.7% | +117.7% | +25.5% |
| 3Y | +11.3% | -99.3% | +110.5% | +17.5% |
| All | -6.7% | -99.8% | +93.1% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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