+1,570.7%
SBUX vs ACWI
+356.8%
+1,213.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.2% |
| 7D | -3.1% | +0.5% | -3.6% | -3.6% |
| 30D | -0.9% | +0.9% | -1.7% | -1.7% |
| 3M | +11.6% | +2.4% | +9.2% | +8.5% |
| 6M | +8.8% | +12.4% | -3.6% | -3.6% |
| YTD | +26.3% | +15.2% | +11.2% | +9.3% |
| 1Y | +23.1% | +22.7% | +0.4% | 0.0% |
| 3Y | +15.0% | +75.8% | -60.8% | -34.1% |
| 5Y | +0.4% | +67.7% | -67.4% | -39.4% |
| 10Y | +130.7% | +229.0% | -98.3% | -25.8% |
| All | +1,570.7% | +356.8% | +1,213.9% | +276.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling