-2.7%
SBUX vs AG
+65.4%
-68.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.3% | -2.3% |
| 7D | -3.9% | +4.5% | -8.4% | -4.3% |
| 30D | -2.8% | +12.9% | -15.7% | -4.0% |
| 3M | +8.2% | +20.9% | -12.7% | +5.8% |
| 6M | +4.3% | -19.5% | +23.8% | +5.4% |
| YTD | +23.3% | +24.8% | -1.5% | +18.2% |
| 1Y | +24.3% | +120.2% | -96.0% | +10.8% |
| 3Y | +15.5% | +279.0% | -263.6% | -7.5% |
| 5Y | -2.7% | +67.9% | -70.6% | -14.8% |
| All | -2.7% | +65.4% | -68.1% | -14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling