-40.4%
ACN vs SBUX
+1.3%
-41.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.9% |
| 7D | -1.5% | -3.1% | +1.6% | -0.6% |
| 30D | +9.4% | -0.9% | +10.2% | +9.5% |
| 3M | +5.6% | +11.6% | -6.0% | +2.0% |
| 6M | -9.3% | +8.8% | -18.0% | -12.1% |
| YTD | -29.0% | +26.3% | -55.3% | -34.5% |
| 1Y | -24.7% | +23.1% | -47.8% | -30.2% |
| 3Y | -39.8% | +15.0% | -54.8% | -44.0% |
| All | -40.4% | +1.3% | -41.7% | -44.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling