+15.3%
SBUX vs ACHR
-43.7%
+59.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.2% |
| 7D | -3.1% | -0.7% | -2.4% | -3.1% |
| 30D | -0.9% | +9.8% | -10.7% | -1.8% |
| 3M | +11.6% | -10.5% | +22.1% | +11.7% |
| 6M | +8.8% | -15.5% | +24.3% | +9.1% |
| YTD | +26.3% | -24.1% | +50.4% | +27.4% |
| 1Y | +23.1% | -32.4% | +55.6% | +24.1% |
| 3Y | +15.0% | -11.6% | +26.6% | +7.2% |
| 5Y | +0.4% | -42.9% | +43.3% | -12.7% |
| All | +15.3% | -43.7% | +59.0% | -3.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling