+152.8%
SBUX vs FN
+850.1%
-697.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.9% | -5.9% | -0.9% |
| 7D | +0.2% | +8.0% | -7.8% | -1.2% |
| 30D | +19.1% | -19.1% | +38.2% | +21.7% |
| 3M | +3.6% | -29.8% | +33.5% | +7.4% |
| 6M | +5.1% | -43.2% | +48.3% | +10.8% |
| YTD | +32.9% | -18.9% | +51.8% | +29.0% |
| 1Y | +30.4% | -17.9% | +48.3% | +25.6% |
| 3Y | +13.0% | +120.1% | -107.2% | -16.0% |
| 5Y | +10.5% | +206.7% | -196.2% | -26.7% |
| 10Y | +152.8% | +804.7% | -651.9% | +36.3% |
| All | +152.8% | +850.1% | -697.3% | +36.3% |
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 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