+130.1%
SBUX vs FN
+899.8%
-769.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.1% | -4.4% | -1.7% |
| 7D | -3.1% | -1.7% | -1.5% | -2.9% |
| 30D | -0.9% | -22.0% | +21.1% | +2.3% |
| 3M | +11.6% | -43.0% | +54.6% | +19.7% |
| 6M | +8.8% | -27.7% | +36.5% | +10.5% |
| YTD | +26.3% | -10.5% | +36.8% | +22.4% |
| 1Y | +23.1% | +12.5% | +10.6% | +13.4% |
| 3Y | +15.0% | +153.8% | -138.8% | -15.5% |
| 5Y | +0.4% | +288.0% | -287.6% | -35.4% |
| All | +130.1% | +899.8% | -769.6% | +22.5% |
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