+8.8%
SBUX vs FLUT
-52.8%
+61.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.2% | +0.4% |
| 7D | +4.9% | -1.5% | +6.4% | +5.2% |
| 30D | +21.2% | +3.4% | +17.7% | +20.2% |
| 3M | +5.7% | -12.5% | +18.1% | +7.6% |
| 6M | +6.0% | -18.5% | +24.5% | +8.5% |
| YTD | +32.9% | -61.6% | +94.6% | +57.0% |
| 1Y | +33.3% | -64.1% | +97.4% | +59.1% |
| 3Y | +13.0% | -44.5% | +57.5% | +21.9% |
| 5Y | +8.8% | -51.3% | +60.1% | +9.4% |
| All | +8.8% | -52.8% | +61.6% | +9.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling