+2,888.2%
SBUX vs FTI
+1,779.9%
+1,108.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.2% | -0.6% |
| 7D | +1.6% | +4.3% | -2.7% | +0.6% |
| 30D | +14.8% | -4.7% | +19.5% | +15.7% |
| 3M | -0.8% | -13.5% | +12.7% | +2.0% |
| 6M | +2.2% | -8.7% | +10.9% | +3.3% |
| YTD | +29.5% | +49.0% | -19.6% | +16.6% |
| 1Y | +27.0% | +54.0% | -27.0% | +13.5% |
| 3Y | +10.9% | +211.6% | -200.7% | -17.7% |
| 5Y | +7.4% | +881.9% | -874.4% | -42.1% |
| 10Y | +146.3% | +188.1% | -41.8% | +52.2% |
| All | +2,888.2% | +1,779.9% | +1,108.3% | +842.1% |
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