-5.2%
SBUX vs ACI
-43.7%
+38.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.6% |
| 7D | -6.3% | -5.0% | -1.2% | -5.5% |
| 30D | -3.9% | -2.3% | -1.5% | -3.5% |
| 3M | +3.3% | -23.2% | +26.5% | +7.1% |
| 6M | +1.4% | -29.5% | +30.9% | +6.5% |
| YTD | +21.0% | -28.6% | +49.6% | +26.4% |
| 1Y | +22.4% | -34.0% | +56.4% | +29.5% |
| 3Y | +13.2% | -45.0% | +58.2% | +22.5% |
| 5Y | -5.2% | -44.0% | +38.8% | -0.7% |
| All | -5.2% | -43.7% | +38.5% | -0.7% |
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