+2,747.0%
SBUX vs FTI
+2,117.5%
+629.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.3% | -1.9% |
| 7D | -3.9% | -0.2% | -3.7% | -3.9% |
| 30D | -2.8% | +12.3% | -15.2% | -5.4% |
| 3M | +8.2% | +13.8% | -5.6% | +4.7% |
| 6M | +4.3% | +24.3% | -20.0% | -1.5% |
| YTD | +23.3% | +75.8% | -52.4% | +7.6% |
| 1Y | +24.3% | +99.6% | -75.3% | +4.9% |
| 3Y | +15.5% | +278.4% | -263.0% | -17.9% |
| 5Y | -2.7% | +1,168.7% | -1,171.4% | -50.7% |
| 10Y | +128.8% | +297.5% | -168.7% | +31.0% |
| All | +2,747.0% | +2,117.5% | +629.5% | +768.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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