-32.5%
AAL vs SBUX
-1.1%
-31.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -0.4% |
| 7D | -0.3% | -3.9% | +3.6% | +1.9% |
| 30D | -19.0% | -2.8% | -16.2% | -17.8% |
| 3M | -5.1% | +8.2% | -13.3% | -9.1% |
| 6M | +15.5% | +4.3% | +11.2% | +12.0% |
| YTD | -15.8% | +23.3% | -39.1% | -25.8% |
| 1Y | -0.3% | +24.3% | -24.6% | -13.0% |
| 3Y | -7.7% | +15.5% | -23.1% | -18.3% |
| 5Y | -32.5% | -2.7% | -29.8% | -38.7% |
| All | -32.5% | -1.1% | -31.4% | -38.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling