+6,831.9%
SBUX vs FE
+561.4%
+6,270.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.1% |
| 7D | -3.1% | +1.9% | -5.1% | -3.8% |
| 30D | -0.9% | -1.2% | +0.3% | -0.5% |
| 3M | +11.6% | +3.5% | +8.1% | +10.1% |
| 6M | +8.8% | -6.1% | +14.8% | +10.9% |
| YTD | +26.3% | +7.6% | +18.7% | +22.5% |
| 1Y | +23.1% | +11.9% | +11.2% | +17.5% |
| 3Y | +15.0% | +48.4% | -33.5% | -2.4% |
| 5Y | +0.4% | +44.8% | -44.4% | -14.7% |
| 10Y | +130.7% | +115.9% | +14.8% | +63.2% |
| All | +6,831.9% | +561.4% | +6,270.4% | +2,839.1% |
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