+41.3%
SBUX vs FND
-10.3%
+51.6%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +10.9% | -6.2% | +2.2% |
| 7D | +6.3% | +12.3% | -6.0% | +3.4% |
| 30D | +16.2% | +14.7% | +1.4% | +12.4% |
| 3M | +5.1% | -12.0% | +17.1% | +7.2% |
| 6M | +5.7% | +10.8% | -5.0% | +1.9% |
| YTD | +32.6% | -12.3% | +44.9% | +32.9% |
| 1Y | +41.3% | -13.4% | +54.7% | +42.2% |
| All | +41.3% | -10.3% | +51.6% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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