+15.5%
SBUX vs ACI
-43.5%
+58.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.3% | +0.9% | -1.9% |
| 7D | -3.9% | -2.6% | -1.3% | -3.5% |
| 30D | -2.8% | +1.1% | -3.9% | -3.0% |
| 3M | +8.2% | -23.6% | +31.8% | +12.1% |
| 6M | +4.3% | -29.9% | +34.2% | +9.6% |
| YTD | +23.3% | -26.9% | +50.2% | +28.0% |
| 1Y | +24.3% | -34.2% | +58.5% | +31.7% |
| 3Y | +15.5% | -43.6% | +59.1% | +24.1% |
| All | +15.5% | -43.5% | +58.9% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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