+145.0%
SBUX vs ARES
+1,112.4%
-967.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.5% |
| 7D | +1.6% | +0.5% | +1.1% | +1.4% |
| 30D | +14.8% | +19.7% | -4.8% | +8.3% |
| 3M | -0.8% | -9.0% | +8.2% | +2.0% |
| 6M | +2.2% | +11.5% | -9.3% | -2.8% |
| YTD | +29.5% | -13.8% | +43.3% | +32.4% |
| 1Y | +27.0% | -5.6% | +32.6% | +25.2% |
| 3Y | +10.9% | +36.1% | -25.2% | -7.4% |
| 5Y | +7.4% | +82.7% | -75.3% | -22.6% |
| All | +145.0% | +1,112.4% | -967.5% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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