-41.9%
ACN vs SBUX
+15.5%
-57.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.4% | -1.8% | -3.6% |
| 7D | -4.8% | -3.9% | -0.9% | -4.0% |
| 30D | +1.9% | -2.8% | +4.7% | +2.4% |
| 3M | +3.9% | +8.2% | -4.3% | +2.2% |
| 6M | -15.0% | +4.3% | -19.3% | -16.0% |
| YTD | -31.9% | +23.3% | -55.2% | -35.0% |
| 1Y | -28.5% | +24.3% | -52.8% | -32.0% |
| 3Y | -41.9% | +15.5% | -57.4% | -43.5% |
| All | -41.9% | +15.5% | -57.4% | -43.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling