+11.8%
SBUX vs FISV
-59.8%
+71.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.9% |
| 7D | -6.2% | -7.2% | +1.0% | -5.1% |
| 30D | -6.4% | -7.2% | +0.7% | -5.4% |
| 3M | +1.0% | -8.2% | +9.2% | +2.1% |
| 6M | -0.4% | -17.7% | +17.3% | +2.2% |
| YTD | +20.0% | -27.2% | +47.1% | +25.2% |
| 1Y | +22.8% | -63.0% | +85.7% | +39.4% |
| All | +11.8% | -59.8% | +71.6% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 3y: compounded portfolio wealth divided by compounded FISV 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…
3y analysis · Full analysis span regression · 6 months rolling