+6,894.2%
SBUX vs FE
+563.2%
+6,331.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | +1.7% | 0.0% | +1.7% | +1.7% |
| 30D | +12.6% | +5.2% | +7.5% | +10.7% |
| 3M | +0.8% | 0.0% | +0.8% | +0.8% |
| 6M | +0.2% | +5.0% | -4.9% | -1.7% |
| YTD | +27.4% | +7.9% | +19.6% | +23.5% |
| 1Y | +31.5% | +6.3% | +25.1% | +28.0% |
| 3Y | +9.3% | +46.0% | -36.8% | -6.5% |
| 5Y | +1.5% | +45.6% | -44.1% | -13.8% |
| 10Y | +147.9% | +109.3% | +38.6% | +77.7% |
| All | +6,894.2% | +563.2% | +6,331.1% | +2,862.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling