+24.3%
SBUX vs FN
+11.2%
+13.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.2% | -4.5% | -2.4% |
| 7D | -3.9% | +3.5% | -7.4% | -4.0% |
| 30D | -2.8% | -26.0% | +23.1% | -2.1% |
| 3M | +8.2% | -33.3% | +41.5% | +9.4% |
| 6M | +4.3% | -14.9% | +19.2% | +3.6% |
| YTD | +23.3% | -8.6% | +31.9% | +21.5% |
| 1Y | +24.3% | +12.3% | +12.0% | +17.8% |
| All | +24.3% | +11.2% | +13.1% | +17.8% |
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