+937.0%
AAOI vs SBUX
+234.7%
+702.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -3.8% |
| 7D | +2.9% | -6.2% | +9.1% | +6.6% |
| 30D | -23.1% | -6.4% | -16.7% | -20.3% |
| 3M | -41.0% | +1.0% | -42.1% | -42.0% |
| 6M | -14.3% | -0.4% | -13.9% | -15.4% |
| YTD | +196.3% | +20.0% | +176.3% | +160.0% |
| 1Y | +272.6% | +22.8% | +249.8% | +219.0% |
| 3Y | +775.3% | +12.3% | +763.0% | +693.6% |
| 5Y | +1,290.2% | -6.4% | +1,296.6% | +1,248.0% |
| 10Y | +426.2% | +126.5% | +299.7% | +186.7% |
| All | +937.0% | +234.7% | +702.3% | +360.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling