+126.8%
SBUX vs AG
+82.3%
+44.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -2.1% |
| 7D | -6.3% | -0.1% | -6.2% | -6.3% |
| 30D | -3.9% | +12.5% | -16.3% | -4.7% |
| 3M | +3.3% | +28.2% | -24.9% | +1.2% |
| 6M | +1.4% | -18.8% | +20.3% | +2.1% |
| YTD | +21.0% | +27.4% | -6.4% | +17.3% |
| 1Y | +22.4% | +132.2% | -109.8% | +12.9% |
| 3Y | +13.2% | +286.9% | -273.6% | -1.7% |
| 5Y | -5.2% | +72.8% | -78.0% | -14.8% |
| All | +126.8% | +82.3% | +44.5% | +100.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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