+11.8%
SBUX vs AGI
+204.0%
-192.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.3% | +2.5% | -0.6% |
| 7D | -6.2% | -5.3% | -1.0% | -5.9% |
| 30D | -6.4% | +6.8% | -13.2% | -6.9% |
| 3M | +1.0% | +8.3% | -7.3% | +0.3% |
| 6M | -0.4% | -29.2% | +28.8% | +1.8% |
| YTD | +20.0% | -7.3% | +27.2% | +19.6% |
| 1Y | +22.8% | +8.0% | +14.7% | +20.5% |
| All | +11.8% | +204.0% | -192.1% | -3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling