-6.7%
SBUX vs AGI
+400.3%
-407.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.6% |
| 7D | -5.5% | -2.7% | -2.8% | -5.2% |
| 30D | -8.5% | +7.2% | -15.7% | -9.3% |
| 3M | -2.9% | +4.3% | -7.2% | -3.7% |
| 6M | -1.5% | -27.1% | +25.6% | +1.5% |
| YTD | +19.4% | -6.6% | +26.0% | +18.5% |
| 1Y | +22.9% | +9.5% | +13.4% | +18.8% |
| 3Y | +11.3% | +208.4% | -197.1% | -11.3% |
| All | -6.7% | +400.3% | -407.0% | -32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling