+9.3%
SBUX vs FN
+101.0%
-91.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +11.7% | -12.4% | -1.5% |
| 7D | +1.7% | 0.0% | +1.7% | +1.5% |
| 30D | +12.6% | -34.3% | +47.0% | +15.6% |
| 3M | +0.8% | -39.9% | +40.7% | +3.9% |
| 6M | +0.2% | -51.8% | +52.0% | +4.5% |
| YTD | +27.4% | -28.1% | +55.6% | +26.0% |
| 1Y | +31.5% | -29.1% | +60.6% | +29.6% |
| 3Y | +9.3% | +102.4% | -93.2% | -9.4% |
| All | +9.3% | +101.0% | -91.7% | -9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling