+416.0%
AAOI vs SBUX
+127.2%
+288.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.3% |
| 7D | -0.2% | -5.5% | +5.3% | +3.0% |
| 30D | -23.7% | -8.5% | -15.2% | -19.9% |
| 3M | -39.0% | -2.9% | -36.1% | -38.6% |
| 6M | -17.0% | -1.5% | -15.5% | -17.6% |
| YTD | +202.2% | +19.4% | +182.9% | +166.0% |
| 1Y | +292.4% | +22.9% | +269.5% | +235.7% |
| 3Y | +804.4% | +11.3% | +793.1% | +726.1% |
| 5Y | +1,318.0% | -6.9% | +1,324.9% | +1,274.3% |
| All | +416.0% | +127.2% | +288.8% | +171.7% |
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 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