+88.5%
ACN vs SBUX
+125.1%
-36.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.0% |
| 7D | -6.3% | -6.3% | -0.1% | -3.8% |
| 30D | -1.4% | -3.9% | +2.5% | +0.1% |
| 3M | +2.6% | +3.3% | -0.7% | +1.0% |
| 6M | -14.3% | +1.4% | -15.7% | -15.5% |
| YTD | -33.1% | +21.0% | -54.1% | -38.9% |
| 1Y | -28.8% | +22.4% | -51.2% | -35.6% |
| 3Y | -43.0% | +13.2% | -56.2% | -49.2% |
| 5Y | -44.0% | -5.2% | -38.8% | -46.7% |
| 10Y | +88.5% | +128.3% | -39.8% | +17.3% |
| All | +88.5% | +125.1% | -36.5% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 SBUX 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