+145.4%
SBUX vs FIS
-55.0%
+200.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.1% | +3.7% | -0.1% |
| 7D | +1.0% | -3.5% | +4.5% | +2.2% |
| 30D | +16.6% | -19.4% | +36.0% | +23.1% |
| 3M | -0.6% | -31.6% | +31.0% | +11.9% |
| 6M | +1.8% | -32.5% | +34.3% | +14.4% |
| YTD | +29.7% | -56.0% | +85.7% | +73.4% |
| 1Y | +26.1% | -55.5% | +81.6% | +67.7% |
| 3Y | +10.3% | -41.3% | +51.6% | +26.0% |
| 5Y | +7.6% | -72.3% | +79.9% | +70.1% |
| All | +145.4% | -55.0% | +200.4% | +235.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling