+12.8%
SBUX vs ACHR
-20.7%
+33.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.7% | +3.7% | -1.5% |
| 7D | -6.3% | -2.7% | -3.6% | -6.1% |
| 30D | -3.9% | -12.1% | +8.3% | -3.1% |
| 3M | +3.3% | +3.4% | -0.1% | +2.4% |
| 6M | +1.4% | -15.6% | +17.1% | +1.8% |
| YTD | +21.0% | -26.9% | +47.8% | +22.4% |
| 1Y | +22.4% | -34.8% | +57.2% | +23.5% |
| All | +12.8% | -20.7% | +33.5% | +5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling