+128.8%
SBUX vs FE
+113.1%
+15.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.1% |
| 7D | -3.9% | +0.6% | -4.5% | -4.1% |
| 30D | -2.8% | -2.1% | -0.7% | -2.2% |
| 3M | +8.2% | +2.6% | +5.6% | +7.2% |
| 6M | +4.3% | -6.8% | +11.0% | +6.4% |
| YTD | +23.3% | +6.9% | +16.5% | +20.0% |
| 1Y | +24.3% | +11.6% | +12.7% | +18.9% |
| 3Y | +15.5% | +47.7% | -32.3% | -1.6% |
| 5Y | -2.7% | +46.2% | -48.9% | -17.4% |
| 10Y | +128.8% | +109.2% | +19.7% | +91.2% |
| All | +128.8% | +113.1% | +15.7% | +91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling