+7.7%
AAL vs SBUX
+38.6%
-30.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.7% | +1.6% | +3.8% |
| 7D | +8.3% | +6.3% | +2.0% | +5.0% |
| 30D | +6.2% | +16.2% | -9.9% | -1.5% |
| 3M | -17.7% | +5.1% | -22.8% | -19.9% |
| 6M | +15.4% | +5.7% | +9.7% | +11.4% |
| YTD | -11.1% | +32.6% | -43.7% | -24.2% |
| 1Y | +7.7% | +41.3% | -33.6% | -14.5% |
| All | +7.7% | +38.6% | -30.8% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 1y: compounded portfolio wealth divided by compounded SBUX 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…
1y analysis · Full analysis span regression · 6 months rolling