+7.3%
SBUX vs FTNT
+84.5%
-77.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | +0.1% |
| 7D | +1.6% | +7.1% | -5.5% | +0.4% |
| 30D | +14.8% | -30.9% | +45.7% | +21.4% |
| 3M | -0.8% | -23.1% | +22.3% | +2.4% |
| 6M | +2.2% | +8.1% | -5.9% | -2.1% |
| YTD | +29.5% | +60.2% | -30.8% | +12.8% |
| 1Y | +27.0% | +57.0% | -30.0% | +11.1% |
| 3Y | +10.9% | +152.9% | -142.0% | -16.0% |
| All | +7.3% | +84.5% | -77.2% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTNT.
Daily Out/Under-Performance
Portfolio return minus FTNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTNT 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 5y: compounded portfolio wealth divided by compounded FTNT 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…
5y analysis · Full analysis span regression · 6 months rolling