+41,298.9%
SBUX vs FISV
+4,477.4%
+36,821.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.0% | +1.7% | -0.9% |
| 7D | -3.9% | -1.6% | -2.3% | -3.4% |
| 30D | -2.8% | -3.0% | +0.1% | -2.0% |
| 3M | +8.2% | -3.5% | +11.7% | +8.7% |
| 6M | +4.3% | -19.4% | +23.6% | +11.1% |
| YTD | +23.3% | -24.3% | +47.6% | +33.9% |
| 1Y | +24.3% | -62.4% | +86.7% | +64.2% |
| 3Y | +15.5% | -58.2% | +73.6% | +41.6% |
| 5Y | -2.7% | -56.5% | +53.8% | +15.8% |
| 10Y | +128.8% | -0.5% | +129.4% | +98.7% |
| All | +41,298.9% | +4,477.4% | +36,821.5% | +11,926.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling