+123.9%
SBUX vs FIVN
+118.5%
+5.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.8% | -0.7% |
| 7D | -5.5% | -7.8% | +2.4% | -4.4% |
| 30D | -8.5% | -1.7% | -6.7% | -8.4% |
| 3M | -2.9% | +47.2% | -50.1% | -9.2% |
| 6M | -1.5% | +82.7% | -84.2% | -12.3% |
| YTD | +19.4% | +52.9% | -33.5% | +8.7% |
| 1Y | +22.9% | +17.5% | +5.5% | +16.3% |
| 3Y | +11.3% | -55.8% | +67.1% | +18.3% |
| 5Y | -6.9% | -82.3% | +75.5% | +8.1% |
| All | +123.9% | +118.5% | +5.4% | +84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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