+7.3%
SBUX vs FND
-63.9%
+71.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +0.4% |
| 7D | +1.6% | -6.8% | +8.4% | +3.5% |
| 30D | +14.8% | +8.0% | +6.8% | +12.2% |
| 3M | -0.8% | -18.9% | +18.1% | +4.5% |
| 6M | +2.2% | +4.7% | -2.5% | -0.6% |
| YTD | +29.5% | -21.6% | +51.0% | +35.0% |
| 1Y | +27.0% | -22.0% | +49.0% | +32.5% |
| 3Y | +10.9% | -40.4% | +51.4% | +18.6% |
| All | +7.3% | -63.9% | +71.2% | +27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling