-22.6%
ACN vs SBUX
+9.2%
-31.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.2% | +1.5% |
| 7D | +1.6% | +4.9% | -3.4% | -0.1% |
| 30D | +24.6% | +21.2% | +3.5% | +17.2% |
| 3M | +46.2% | +5.7% | +40.5% | +43.3% |
| 6M | +46.2% | +6.0% | +40.2% | +43.0% |
| YTD | -0.9% | +32.9% | -33.8% | -10.3% |
| 1Y | +8.8% | +33.3% | -24.5% | -1.8% |
| 3Y | -14.3% | +13.0% | -27.3% | -18.6% |
| 5Y | -22.6% | +8.8% | -31.5% | -27.6% |
| All | -22.6% | +9.2% | -31.8% | -27.6% |
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