+148.7%
SBUX vs FN
+837.6%
-688.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +11.9% | -8.0% | +2.1% |
| 7D | +4.8% | +16.3% | -11.5% | +2.1% |
| 30D | +20.6% | -24.7% | +45.3% | +24.6% |
| 3M | +4.3% | -34.9% | +39.2% | +9.3% |
| 6M | +5.5% | -41.1% | +46.6% | +10.5% |
| YTD | +32.3% | -19.6% | +51.9% | +28.7% |
| 1Y | +31.2% | -18.5% | +49.7% | +26.5% |
| 3Y | +14.8% | +119.1% | -104.3% | -14.5% |
| 5Y | +8.0% | +206.9% | -199.0% | -28.4% |
| 10Y | +148.7% | +826.4% | -677.7% | +34.2% |
| All | +148.7% | +837.6% | -688.8% | +34.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling