+123.9%
SBUX vs FLR
+19.7%
+104.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.7% |
| 7D | -5.5% | -3.5% | -2.0% | -5.0% |
| 30D | -8.5% | +4.2% | -12.6% | -9.1% |
| 3M | -2.9% | +8.1% | -11.0% | -4.6% |
| 6M | -1.5% | +21.5% | -23.1% | -5.5% |
| YTD | +19.4% | +36.8% | -17.4% | +12.3% |
| 1Y | +22.9% | +31.2% | -8.3% | +16.0% |
| 3Y | +11.3% | +53.9% | -42.6% | -0.1% |
| 5Y | -6.9% | +243.0% | -249.9% | -26.7% |
| All | +123.9% | +19.7% | +104.1% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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