+123.9%
SBUX vs AGI
+392.3%
-268.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.5% |
| 7D | -5.5% | -2.7% | -2.8% | -5.4% |
| 30D | -8.5% | +7.2% | -15.7% | -8.7% |
| 3M | -2.9% | +4.3% | -7.2% | -3.2% |
| 6M | -1.5% | -27.1% | +25.6% | -0.6% |
| YTD | +19.4% | -6.6% | +26.0% | +19.2% |
| 1Y | +22.9% | +9.5% | +13.4% | +21.9% |
| 3Y | +11.3% | +208.4% | -197.1% | +6.1% |
| 5Y | -6.9% | +401.6% | -408.5% | -12.2% |
| All | +123.9% | +392.3% | -268.5% | +120.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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