+26.1%
SBUX vs FN
-21.9%
+48.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.7% | -2.3% |
| 7D | +1.0% | +20.8% | -19.7% | +0.7% |
| 30D | +16.6% | -17.3% | +33.9% | +16.8% |
| 3M | -0.6% | -38.1% | +37.6% | +0.2% |
| 6M | +1.8% | -44.2% | +46.0% | +2.8% |
| YTD | +29.7% | -22.3% | +52.0% | +28.2% |
| 1Y | +26.1% | -20.9% | +47.0% | +23.1% |
| All | +26.1% | -21.9% | +48.0% | +23.1% |
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