+123.9%
SBUX vs FTAI
+3,098.4%
-2,974.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.3% | -3.8% | -1.0% |
| 7D | -5.5% | -5.2% | -0.3% | -4.7% |
| 30D | -8.5% | -17.9% | +9.4% | -5.7% |
| 3M | -2.9% | -22.7% | +19.8% | +0.3% |
| 6M | -1.5% | -28.0% | +26.5% | +1.7% |
| YTD | +19.4% | -5.0% | +24.3% | +16.8% |
| 1Y | +22.9% | +10.4% | +12.6% | +16.3% |
| 3Y | +11.3% | +425.2% | -413.9% | -31.9% |
| 5Y | -6.9% | +890.3% | -897.2% | -52.9% |
| All | +123.9% | +3,098.4% | -2,974.5% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTAI.
Daily Out/Under-Performance
Portfolio return minus FTAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTAI 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 10y: compounded portfolio wealth divided by compounded FTAI 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…
10y analysis · Full analysis span regression · 6 months rolling