+139.6%
SBUX vs ACWI
+218.5%
-78.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +1.7% | -2.4% | +4.0% | +4.2% |
| 30D | +12.6% | -5.2% | +17.8% | +18.9% |
| 3M | +0.8% | -4.8% | +5.6% | +5.9% |
| 6M | +0.2% | -1.3% | +1.5% | +0.6% |
| YTD | +27.4% | +8.4% | +19.1% | +15.7% |
| 1Y | +31.5% | +11.0% | +20.4% | +16.2% |
| 3Y | +9.3% | +70.6% | -61.3% | -39.0% |
| 5Y | +1.5% | +55.3% | -53.8% | -37.2% |
| All | +139.6% | +218.5% | -78.9% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 10y: compounded portfolio wealth divided by compounded ACWI 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…
10y analysis · Full analysis span regression · 6 months rolling