+9.3%
SBUX vs ACWI
+70.3%
-61.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +1.7% | -2.4% | +4.0% | +3.8% |
| 30D | +12.6% | -5.2% | +17.8% | +17.9% |
| 3M | +0.8% | -4.8% | +5.6% | +5.1% |
| 6M | +0.2% | -1.3% | +1.5% | +0.3% |
| YTD | +27.4% | +8.4% | +19.1% | +15.7% |
| 1Y | +31.5% | +11.0% | +20.4% | +16.3% |
| 3Y | +9.3% | +70.6% | -61.3% | -37.9% |
| All | +9.3% | +70.3% | -61.1% | -37.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling