+2,684.4%
SBUX vs FIS
+238.5%
+2,445.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.2% | -4.3% | -1.9% |
| 7D | +1.6% | +2.8% | -1.2% | +0.2% |
| 30D | +14.8% | -16.7% | +31.5% | +20.3% |
| 3M | -0.8% | -32.3% | +31.5% | +13.0% |
| 6M | +2.2% | -29.1% | +31.3% | +13.2% |
| YTD | +29.5% | -54.1% | +83.6% | +70.6% |
| 1Y | +27.0% | -53.7% | +80.7% | +66.6% |
| 3Y | +10.9% | -38.8% | +49.8% | +26.2% |
| 5Y | +7.4% | -71.1% | +78.5% | +60.5% |
| 10Y | +146.3% | -53.1% | +199.4% | +195.7% |
| All | +2,684.4% | +238.5% | +2,445.9% | +1,365.7% |
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 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