+125.0%
SBUX vs FITB
+288.7%
-163.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.3% | -1.0% |
| 7D | -6.2% | -1.0% | -5.3% | -5.9% |
| 30D | -6.4% | -5.5% | -0.9% | -4.5% |
| 3M | +1.0% | +4.1% | -3.1% | -0.6% |
| 6M | -0.4% | +18.7% | -19.1% | -6.9% |
| YTD | +20.0% | +18.2% | +1.8% | +12.1% |
| 1Y | +22.8% | +23.7% | -0.9% | +12.5% |
| 3Y | +12.3% | +130.8% | -118.5% | -19.4% |
| 5Y | -6.4% | +69.8% | -76.2% | -26.9% |
| All | +125.0% | +288.7% | -163.7% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded FITB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling