+41.3%
SBUX vs FN
-25.7%
+67.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -6.0% | +10.7% | +4.8% |
| 7D | +6.3% | -7.0% | +13.3% | +6.3% |
| 30D | +16.2% | -24.7% | +40.9% | +16.7% |
| 3M | +5.1% | -35.7% | +40.8% | +5.9% |
| 6M | +5.7% | -52.4% | +58.1% | +7.6% |
| YTD | +32.6% | -25.0% | +57.6% | +31.5% |
| 1Y | +41.3% | -25.7% | +67.0% | +39.3% |
| All | +41.3% | -25.7% | +67.1% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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