+27.0%
SBUX vs FLUT
-63.2%
+90.2%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | -0.1% |
| 7D | +1.6% | -0.7% | +2.3% | +1.6% |
| 30D | +14.8% | +9.3% | +5.6% | +13.9% |
| 3M | -0.8% | -17.5% | +16.7% | +0.6% |
| 6M | +2.2% | -14.6% | +16.8% | +2.8% |
| YTD | +29.5% | -62.3% | +91.7% | +52.7% |
| 1Y | +27.0% | -59.6% | +86.7% | +45.5% |
| All | +27.0% | -63.2% | +90.2% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 FLUT 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