+2,757.8%
SBUX vs FIS
+246.2%
+2,511.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.7% | -6.8% | -2.8% |
| 7D | +0.2% | +1.5% | -1.3% | -0.6% |
| 30D | +19.1% | -11.8% | +30.9% | +21.9% |
| 3M | +3.6% | -28.5% | +32.2% | +15.4% |
| 6M | +5.1% | -27.0% | +32.2% | +15.2% |
| YTD | +32.9% | -53.1% | +86.0% | +73.7% |
| 1Y | +30.4% | -52.8% | +83.2% | +69.8% |
| 3Y | +13.0% | -37.5% | +50.4% | +27.5% |
| 5Y | +10.5% | -71.1% | +81.6% | +65.4% |
| 10Y | +152.8% | -52.0% | +204.8% | +201.0% |
| All | +2,757.8% | +246.2% | +2,511.6% | +1,392.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling