+10,471.8%
SBUX vs ACGL
+4,853.1%
+5,618.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.3% | +0.1% |
| 7D | +1.7% | +0.9% | +0.8% | +1.4% |
| 30D | +12.6% | +13.7% | -1.1% | +8.6% |
| 3M | +0.8% | +8.0% | -7.2% | -1.4% |
| 6M | +0.2% | +13.3% | -13.1% | -3.5% |
| YTD | +27.4% | +11.8% | +15.6% | +22.8% |
| 1Y | +31.5% | +22.2% | +9.2% | +23.5% |
| 3Y | +9.3% | +32.5% | -23.2% | -1.5% |
| 5Y | +1.5% | +160.2% | -158.7% | -25.9% |
| 10Y | +147.9% | +338.5% | -190.6% | +54.7% |
| All | +10,471.8% | +4,853.1% | +5,618.7% | +4,390.8% |
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