+42,297.2%
SBUX vs FITB
+1,535.1%
+40,762.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | -3.1% | +0.6% | -3.7% | -3.3% |
| 30D | -0.9% | -4.7% | +3.9% | +0.3% |
| 3M | +11.6% | +6.7% | +4.9% | +9.7% |
| 6M | +8.8% | +12.6% | -3.8% | +5.3% |
| YTD | +26.3% | +19.1% | +7.2% | +20.4% |
| 1Y | +23.1% | +22.6% | +0.5% | +16.4% |
| 3Y | +15.0% | +127.1% | -112.2% | -7.6% |
| 5Y | +0.4% | +71.8% | -71.5% | -15.1% |
| 10Y | +130.7% | +287.2% | -156.5% | +52.5% |
| All | +42,297.2% | +1,535.1% | +40,762.1% | +17,115.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling