+279.9%
SBUX vs ARES
+1,196.0%
-916.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.0% |
| 7D | -3.1% | -1.7% | -1.5% | -2.7% |
| 30D | -0.9% | +0.3% | -1.1% | -1.1% |
| 3M | +11.6% | +8.5% | +3.1% | +8.2% |
| 6M | +8.8% | +23.5% | -14.7% | +0.5% |
| YTD | +26.3% | -11.2% | +37.5% | +27.9% |
| 1Y | +23.1% | -19.3% | +42.4% | +27.6% |
| 3Y | +15.0% | +48.7% | -33.7% | -3.6% |
| 5Y | +0.4% | +106.5% | -106.2% | -25.9% |
| 10Y | +130.7% | +1,055.3% | -924.6% | +20.7% |
| All | +279.9% | +1,196.0% | -916.1% | +93.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling