+266.0%
SBUX vs FIVN
+292.8%
-26.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.1% | +3.8% | -1.6% |
| 7D | -3.9% | -8.2% | +4.3% | -2.8% |
| 30D | -2.8% | -8.1% | +5.3% | -2.0% |
| 3M | +8.2% | +34.9% | -26.7% | +3.1% |
| 6M | +4.3% | +72.6% | -68.4% | -5.2% |
| YTD | +23.3% | +55.8% | -32.4% | +13.2% |
| 1Y | +24.3% | +17.1% | +7.1% | +18.3% |
| 3Y | +15.5% | -54.3% | +69.8% | +21.0% |
| 5Y | -2.7% | -81.6% | +78.8% | +9.7% |
| 10Y | +128.8% | +109.2% | +19.7% | +98.4% |
| All | +266.0% | +292.8% | -26.8% | +199.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling