+123.9%
SBUX vs FWONK
+340.2%
-216.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.5% |
| 7D | -5.5% | +0.1% | -5.6% | -5.5% |
| 30D | -8.5% | -7.7% | -0.7% | -6.2% |
| 3M | -2.9% | +5.7% | -8.6% | -4.9% |
| 6M | -1.5% | +13.5% | -15.0% | -6.1% |
| YTD | +19.4% | -3.0% | +22.3% | +19.5% |
| 1Y | +22.9% | -6.4% | +29.4% | +24.1% |
| 3Y | +11.3% | +43.8% | -32.5% | -4.6% |
| 5Y | -6.9% | +98.6% | -105.4% | -29.5% |
| All | +123.9% | +340.2% | -216.3% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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