+2,239.4%
SBUX vs AGI
+5,381.0%
-3,141.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -0.9% | -2.3% |
| 7D | -3.9% | +4.4% | -8.3% | -4.0% |
| 30D | -2.8% | +10.0% | -12.8% | -3.1% |
| 3M | +8.2% | +1.7% | +6.5% | +8.0% |
| 6M | +4.3% | -26.8% | +31.0% | +5.0% |
| YTD | +23.3% | -5.3% | +28.7% | +23.1% |
| 1Y | +24.3% | +11.5% | +12.8% | +23.4% |
| 3Y | +15.5% | +212.9% | -197.5% | +10.9% |
| 5Y | -2.7% | +388.8% | -391.5% | -7.9% |
| 10Y | +128.8% | +383.6% | -254.7% | +114.5% |
| All | +2,239.4% | +5,381.0% | -3,141.6% | +2,139.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling