+128.3%
SBUX vs FLEX
+1,045.8%
-917.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.6% |
| 7D | -6.3% | +6.4% | -12.6% | -7.8% |
| 30D | -3.9% | -5.9% | +2.0% | -2.6% |
| 3M | +3.3% | -23.5% | +26.7% | +8.5% |
| 6M | +1.4% | +83.7% | -82.3% | -20.4% |
| YTD | +21.0% | +86.5% | -65.5% | -6.4% |
| 1Y | +22.4% | +100.5% | -78.1% | -8.4% |
| 3Y | +13.2% | +469.8% | -456.6% | -41.8% |
| 5Y | -5.2% | +725.7% | -730.8% | -57.9% |
| 10Y | +128.3% | +1,086.7% | -958.4% | -20.6% |
| All | +128.3% | +1,045.8% | -917.5% | -20.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling