+145.4%
SBUX vs ACGL
+322.9%
-177.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | +1.0% | -1.2% | +2.2% | +1.5% |
| 30D | +16.6% | +12.8% | +3.8% | +11.2% |
| 3M | -0.6% | +12.3% | -12.8% | -5.0% |
| 6M | +1.8% | +15.8% | -14.0% | -4.2% |
| YTD | +29.7% | +13.9% | +15.8% | +22.1% |
| 1Y | +26.1% | +19.0% | +7.0% | +16.6% |
| 3Y | +10.3% | +33.7% | -23.4% | -5.9% |
| 5Y | +7.6% | +173.4% | -165.8% | -36.9% |
| All | +145.4% | +322.9% | -177.5% | +23.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling