+41.3%
SBUX vs FDX
+65.6%
-24.3%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.6% | +1.1% | +3.8% |
| 7D | +6.3% | +8.1% | -1.9% | +4.2% |
| 30D | +16.2% | +13.9% | +2.2% | +12.5% |
| 3M | +5.1% | +5.5% | -0.4% | +3.5% |
| 6M | +5.7% | +15.1% | -9.4% | +1.2% |
| YTD | +32.6% | +43.2% | -10.5% | +10.6% |
| 1Y | +41.3% | +65.0% | -23.7% | +6.1% |
| All | +41.3% | +65.6% | -24.3% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 1y: compounded portfolio wealth divided by compounded FDX 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…
1y analysis · Full analysis span regression · 6 months rolling