+13.9%
SBUX vs AG
+219.6%
-205.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.1% | 0.0% |
| 7D | +0.2% | -4.0% | +4.2% | +0.5% |
| 30D | +19.1% | -13.1% | +32.1% | +20.1% |
| 3M | +3.6% | -22.0% | +25.7% | +5.1% |
| 6M | +5.1% | -37.3% | +42.4% | +7.9% |
| YTD | +32.9% | -11.2% | +44.0% | +31.2% |
| 1Y | +30.4% | +23.9% | +6.5% | +25.0% |
| All | +13.9% | +219.6% | -205.7% | -5.0% |
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