+126.8%
SBUX vs FHN
+127.8%
-0.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.6% | -1.8% |
| 7D | -6.3% | 0.0% | -6.3% | -6.3% |
| 30D | -3.9% | -2.6% | -1.3% | -3.2% |
| 3M | +3.3% | 0.0% | +3.3% | +3.2% |
| 6M | +1.4% | +9.2% | -7.8% | -1.2% |
| YTD | +21.0% | +4.3% | +16.6% | +19.2% |
| 1Y | +22.4% | +10.8% | +11.7% | +18.1% |
| 3Y | +13.2% | +130.7% | -117.5% | -12.0% |
| 5Y | -5.2% | +87.4% | -92.5% | -27.3% |
| All | +126.8% | +127.8% | -0.9% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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