+154.6%
SBUX vs FN
+772.0%
-617.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.8% | +5.2% | +1.1% |
| 7D | +4.9% | -4.1% | +9.0% | +5.2% |
| 30D | +21.2% | -28.3% | +49.5% | +26.0% |
| 3M | +5.7% | -33.9% | +39.5% | +10.5% |
| 6M | +6.0% | -43.9% | +49.9% | +11.8% |
| YTD | +32.9% | -23.4% | +56.4% | +30.2% |
| 1Y | +33.3% | -25.4% | +58.7% | +30.4% |
| 3Y | +13.0% | +107.9% | -94.9% | -15.2% |
| 5Y | +8.8% | +195.1% | -186.2% | -27.5% |
| 10Y | +154.6% | +794.1% | -639.5% | +38.5% |
| All | +154.6% | +772.0% | -617.3% | +38.5% |
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