-65.5%
AAL vs SBUX
+149.6%
-215.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.8% | -0.7% |
| 7D | +10.1% | +4.9% | +5.1% | +6.9% |
| 30D | +10.6% | +21.2% | -10.6% | -1.9% |
| 3M | -5.9% | +5.7% | -11.6% | -9.2% |
| 6M | +5.7% | +6.0% | -0.3% | +1.6% |
| YTD | -8.0% | +32.9% | -40.9% | -24.2% |
| 1Y | +6.0% | +33.3% | -27.3% | -13.1% |
| 3Y | +19.6% | +13.0% | +6.6% | +4.1% |
| 5Y | -34.6% | +8.8% | -43.4% | -42.9% |
| 10Y | -65.5% | +154.6% | -220.1% | -83.0% |
| All | -65.5% | +149.6% | -215.1% | -83.0% |
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