+41.3%
SBUX vs FIS
-50.5%
+91.9%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -23.7% | +28.4% | +5.7% |
| 7D | +6.3% | -18.4% | +24.7% | +6.1% |
| 30D | +16.2% | -11.4% | +27.5% | +14.5% |
| 3M | +5.1% | -32.0% | +37.1% | +7.6% |
| 6M | +5.7% | -35.6% | +41.3% | +8.8% |
| YTD | +32.6% | -53.8% | +86.4% | +49.8% |
| 1Y | +41.3% | -51.1% | +92.4% | +53.7% |
| All | +41.3% | -50.5% | +91.9% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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