+10,377.5%
SBUX vs ACGL
+4,429.2%
+5,948.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.5% | -0.8% |
| 7D | -3.1% | -0.7% | -2.4% | -2.9% |
| 30D | -0.9% | -1.0% | +0.1% | -0.6% |
| 3M | +11.6% | +11.0% | +0.6% | +8.2% |
| 6M | +8.8% | -0.3% | +9.1% | +8.4% |
| YTD | +26.3% | +2.3% | +24.0% | +24.8% |
| 1Y | +23.1% | +6.4% | +16.8% | +20.0% |
| 3Y | +15.0% | +34.0% | -19.0% | +2.9% |
| 5Y | +0.4% | +161.6% | -161.3% | -27.0% |
| 10Y | +130.7% | +278.6% | -147.9% | +49.6% |
| All | +10,377.5% | +4,429.2% | +5,948.3% | +4,464.9% |
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