-68.6%
AAL vs SBUX
+146.3%
-214.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -0.9% |
| 7D | -0.1% | +1.6% | -1.6% | -0.9% |
| 30D | +11.7% | +14.8% | -3.1% | +2.7% |
| 3M | -12.5% | -0.8% | -11.8% | -12.0% |
| 6M | +3.6% | +2.2% | +1.4% | +2.0% |
| YTD | -14.1% | +29.5% | -43.5% | -28.0% |
| 1Y | +0.8% | +27.0% | -26.3% | -14.7% |
| 3Y | +11.8% | +10.9% | +0.9% | -1.5% |
| 5Y | -35.1% | +7.4% | -42.5% | -42.9% |
| All | -68.6% | +146.3% | -214.9% | -84.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling