+23.1%
SBUX vs FLEX
+102.8%
-79.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.4% |
| 7D | -3.1% | -0.9% | -2.2% | -3.1% |
| 30D | -0.9% | -10.1% | +9.3% | -0.4% |
| 3M | +11.6% | -31.3% | +43.0% | +13.4% |
| 6M | +8.8% | +71.3% | -62.5% | -0.1% |
| YTD | +26.3% | +81.2% | -54.9% | +15.0% |
| 1Y | +23.1% | +98.5% | -75.4% | +10.8% |
| All | +23.1% | +102.8% | -79.7% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 1y: compounded portfolio wealth divided by compounded FLEX 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…
1y analysis · Full analysis span regression · 6 months rolling