+33.3%
SBUX vs FN
-24.2%
+57.5%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.8% | +5.2% | +0.6% |
| 7D | +4.9% | -4.1% | +9.0% | +4.9% |
| 30D | +21.2% | -28.3% | +49.5% | +21.7% |
| 3M | +5.7% | -33.9% | +39.5% | +6.3% |
| 6M | +6.0% | -43.9% | +49.9% | +6.8% |
| YTD | +32.9% | -23.4% | +56.4% | +31.8% |
| 1Y | +33.3% | -25.4% | +58.7% | +31.5% |
| All | +33.3% | -24.2% | +57.5% | +31.5% |
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 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