-0.4%
SBUX vs FRSH
-72.4%
+72.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.7% |
| 7D | -6.3% | -9.6% | +3.3% | -4.9% |
| 30D | -3.9% | -0.4% | -3.4% | -4.0% |
| 3M | +3.3% | +27.2% | -23.9% | -0.8% |
| 6M | +1.4% | +42.2% | -40.8% | -4.8% |
| YTD | +21.0% | -2.6% | +23.6% | +19.7% |
| 1Y | +22.4% | -10.2% | +32.6% | +22.6% |
| 3Y | +13.2% | -45.5% | +58.7% | +19.3% |
| All | -0.4% | -72.4% | +72.0% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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