+232.8%
SBUX vs FCUV
-95.6%
+328.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -65.2% | +62.9% | -2.2% |
| 7D | -3.9% | -47.9% | +44.0% | -3.9% |
| 30D | -2.8% | +13.7% | -16.5% | -2.9% |
| 3M | +8.2% | +97.0% | -88.8% | +7.3% |
| 6M | +4.3% | -66.1% | +70.4% | +3.6% |
| YTD | +23.3% | -81.8% | +105.1% | +22.8% |
| 1Y | +24.3% | -93.3% | +117.6% | +23.9% |
| 3Y | +15.5% | -99.2% | +114.7% | +15.0% |
| 5Y | -2.7% | -99.9% | +97.1% | -2.9% |
| 10Y | +128.8% | -98.5% | +227.4% | +126.1% |
| All | +232.8% | -95.6% | +328.3% | +228.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling