+15.5%
SBUX vs AG
+272.3%
-256.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.3% | -2.3% |
| 7D | -3.9% | +4.5% | -8.4% | -4.1% |
| 30D | -2.8% | +12.9% | -15.7% | -3.6% |
| 3M | +8.2% | +20.9% | -12.7% | +6.7% |
| 6M | +4.3% | -19.5% | +23.8% | +5.1% |
| YTD | +23.3% | +24.8% | -1.5% | +20.0% |
| 1Y | +24.3% | +120.2% | -96.0% | +15.5% |
| 3Y | +15.5% | +279.0% | -263.6% | +2.1% |
| All | +15.5% | +272.3% | -256.8% | +2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling