-6.4%
SBUX vs FND
-62.8%
+56.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.4% |
| 7D | -6.2% | -5.1% | -1.2% | -4.9% |
| 30D | -6.4% | -22.5% | +16.1% | 0.0% |
| 3M | +1.0% | -5.0% | +6.0% | +1.5% |
| 6M | -0.4% | -21.5% | +21.1% | +4.6% |
| YTD | +20.0% | -23.0% | +43.0% | +26.0% |
| 1Y | +22.8% | -44.9% | +67.7% | +40.9% |
| 3Y | +12.3% | -50.0% | +62.3% | +26.3% |
| 5Y | -6.4% | -63.3% | +56.9% | +3.2% |
| All | -6.4% | -62.8% | +56.4% | +3.2% |
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 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