+145.0%
SBUX vs FITB
+212.2%
-67.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.6% |
| 7D | +1.6% | +2.8% | -1.2% | +0.6% |
| 30D | +14.8% | +9.8% | +5.0% | +11.0% |
| 3M | -0.8% | -5.2% | +4.4% | +1.1% |
| 6M | +2.2% | +17.3% | -15.1% | -3.9% |
| YTD | +29.5% | +19.3% | +10.2% | +20.5% |
| 1Y | +27.0% | +32.7% | -5.7% | +13.6% |
| 3Y | +10.9% | +141.6% | -130.7% | -21.7% |
| 5Y | +7.4% | +48.9% | -41.4% | -11.9% |
| All | +145.0% | +212.2% | -67.2% | +34.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling