+153.7%
ACN vs SBUX
+149.6%
+4.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.2% | +1.4% |
| 7D | +1.6% | +4.9% | -3.4% | -0.6% |
| 30D | +24.6% | +21.2% | +3.5% | +15.0% |
| 3M | +46.2% | +5.7% | +40.5% | +42.5% |
| 6M | +46.2% | +6.0% | +40.2% | +42.0% |
| YTD | -0.9% | +32.9% | -33.8% | -13.1% |
| 1Y | +8.8% | +33.3% | -24.5% | -5.0% |
| 3Y | -14.3% | +13.0% | -27.3% | -22.7% |
| 5Y | -22.6% | +8.8% | -31.5% | -30.7% |
| 10Y | +153.7% | +154.6% | -0.9% | +50.5% |
| All | +153.7% | +149.6% | +4.1% | +50.5% |
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