+4.0%
SBUX vs ARMK
+99.2%
-95.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.5% | -5.2% | -2.6% |
| 7D | +1.7% | -2.6% | +4.3% | +2.6% |
| 30D | +12.6% | -5.2% | +17.8% | +14.8% |
| 3M | +0.8% | -6.5% | +7.3% | +3.1% |
| 6M | +0.2% | +15.3% | -15.1% | -7.1% |
| YTD | +27.4% | +43.6% | -16.1% | +6.3% |
| 1Y | +31.5% | +42.1% | -10.6% | +10.2% |
| 3Y | +9.3% | +94.0% | -84.7% | -23.0% |
| All | +4.0% | +99.2% | -95.2% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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