-2.7%
SBUX vs ARMK
+148.1%
-150.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.4% | -3.8% | -3.0% |
| 7D | -3.9% | +1.7% | -5.6% | -4.6% |
| 30D | -2.8% | +3.1% | -5.9% | -4.3% |
| 3M | +8.2% | +9.2% | -1.0% | +3.9% |
| 6M | +4.3% | +43.7% | -39.4% | -12.0% |
| YTD | +23.3% | +57.4% | -34.0% | -0.4% |
| 1Y | +24.3% | +51.9% | -27.6% | +1.8% |
| 3Y | +15.5% | +125.4% | -109.9% | -23.1% |
| 5Y | -2.7% | +149.1% | -151.8% | -40.0% |
| All | -2.7% | +148.1% | -150.8% | -40.0% |
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