+23.1%
SBUX vs ACGL
+4.8%
+18.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.5% | -1.3% |
| 7D | -3.1% | -0.7% | -2.4% | -3.1% |
| 30D | -0.9% | -1.0% | +0.1% | -0.9% |
| 3M | +11.6% | +11.0% | +0.6% | +12.4% |
| 6M | +8.8% | -0.3% | +9.1% | +8.1% |
| YTD | +26.3% | +2.3% | +24.0% | +25.9% |
| 1Y | +23.1% | +6.4% | +16.8% | +22.7% |
| All | +23.1% | +4.8% | +18.3% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 1y: compounded portfolio wealth divided by compounded ACGL 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…
1y analysis · Full analysis span regression · 6 months rolling