+10,921.1%
SBUX vs ACGL
+4,940.3%
+5,980.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.2% | -1.4% | +1.5% | +0.6% |
| 30D | +19.1% | +12.4% | +6.7% | +15.2% |
| 3M | +3.6% | +11.1% | -7.5% | +0.6% |
| 6M | +5.1% | +16.3% | -11.2% | +0.5% |
| YTD | +32.9% | +13.8% | +19.1% | +27.4% |
| 1Y | +30.4% | +20.4% | +10.0% | +23.0% |
| 3Y | +13.0% | +33.6% | -20.6% | +1.6% |
| 5Y | +10.5% | +176.8% | -166.3% | -20.8% |
| 10Y | +152.8% | +324.6% | -171.8% | +58.8% |
| All | +10,921.1% | +4,940.3% | +5,980.8% | +4,559.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling