+26.1%
SBUX vs FIS
-55.3%
+81.4%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.1% | +3.7% | -2.1% |
| 7D | +1.0% | -3.5% | +4.5% | +1.2% |
| 30D | +16.6% | -19.4% | +36.0% | +15.9% |
| 3M | -0.6% | -31.6% | +31.0% | +1.1% |
| 6M | +1.8% | -32.5% | +34.3% | +3.3% |
| YTD | +29.7% | -56.0% | +85.7% | +42.2% |
| 1Y | +26.1% | -55.5% | +81.6% | +37.5% |
| All | +26.1% | -55.3% | +81.4% | +37.5% |
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