+109.5%
SBUX vs FND
+66.0%
+43.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -1.7% |
| 7D | -3.1% | -5.2% | +2.1% | -1.9% |
| 30D | -0.9% | -19.9% | +19.0% | +4.5% |
| 3M | +11.6% | +2.7% | +8.9% | +9.9% |
| 6M | +8.8% | -21.7% | +30.5% | +13.9% |
| YTD | +26.3% | -17.5% | +43.8% | +30.0% |
| 1Y | +23.1% | -39.3% | +62.4% | +36.4% |
| 3Y | +15.0% | -49.8% | +64.7% | +28.9% |
| 5Y | +0.4% | -60.1% | +60.4% | +13.3% |
| All | +109.5% | +66.0% | +43.5% | +69.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling