+7.3%
SBUX vs ACI
-42.9%
+50.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | 0.0% |
| 7D | +1.6% | +2.3% | -0.7% | +1.2% |
| 30D | +14.8% | +1.2% | +13.6% | +14.5% |
| 3M | -0.8% | +6.8% | -7.6% | -2.1% |
| 6M | +2.2% | -18.7% | +21.0% | +5.2% |
| YTD | +29.5% | -20.2% | +49.7% | +33.1% |
| 1Y | +27.0% | -23.7% | +50.8% | +31.8% |
| 3Y | +10.9% | -31.6% | +42.6% | +16.2% |
| All | +7.3% | -42.9% | +50.2% | +12.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling