+27.3%
SBUX vs FGI
+89.5%
-62.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +7.5% | -8.8% | -1.3% |
| 7D | -3.1% | +0.5% | -3.7% | -3.1% |
| 30D | -0.9% | +65.4% | -66.3% | -1.3% |
| 3M | +11.6% | +23.5% | -11.9% | +11.3% |
| 6M | +8.8% | +60.5% | -51.7% | +7.6% |
| YTD | +26.3% | +30.0% | -3.7% | +25.2% |
| All | +27.3% | +89.5% | -62.2% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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