+8.9%
SBUX vs ACHR
-45.0%
+54.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -0.7% |
| 7D | -5.5% | -2.3% | -3.2% | -5.3% |
| 30D | -8.5% | -11.3% | +2.8% | -7.7% |
| 3M | -2.9% | +5.3% | -8.2% | -4.0% |
| 6M | -1.5% | -13.2% | +11.7% | -1.5% |
| YTD | +19.4% | -25.8% | +45.2% | +20.7% |
| 1Y | +22.9% | -34.3% | +57.2% | +24.2% |
| 3Y | +11.3% | -19.9% | +31.2% | +4.7% |
| 5Y | -6.9% | -42.7% | +35.8% | -18.9% |
| All | +8.9% | -45.0% | +54.0% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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