-3.3%
SBUX vs FDX
+65.6%
-68.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.6% | +0.2% | -1.5% |
| 7D | -3.9% | -3.3% | -0.6% | -2.9% |
| 30D | -2.8% | -1.4% | -1.4% | -2.5% |
| 3M | +8.2% | -4.5% | +12.7% | +9.4% |
| 6M | +4.3% | +9.4% | -5.2% | +0.4% |
| YTD | +23.3% | +36.0% | -12.7% | +10.3% |
| 1Y | +24.3% | +75.5% | -51.2% | +2.2% |
| 3Y | +15.5% | +62.8% | -47.3% | -5.4% |
| All | -3.3% | +65.6% | -68.9% | -27.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling