+125.0%
SBUX vs AA
+123.1%
+1.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.8% | +4.0% | -0.1% |
| 7D | -6.2% | -5.4% | -0.9% | -5.4% |
| 30D | -6.4% | -10.7% | +4.2% | -4.9% |
| 3M | +1.0% | -26.2% | +27.2% | +5.5% |
| 6M | -0.4% | -20.9% | +20.5% | +1.7% |
| YTD | +20.0% | -8.6% | +28.6% | +19.0% |
| 1Y | +22.8% | +57.4% | -34.6% | +9.9% |
| 3Y | +12.3% | +77.8% | -65.5% | -5.3% |
| 5Y | -6.4% | +2.7% | -9.1% | -17.9% |
| All | +125.0% | +123.1% | +1.9% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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