+44,496.8%
SBUX vs AA
+200.0%
+44,296.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.7% | -2.7% | -0.6% |
| 7D | +0.2% | +1.1% | -1.0% | -0.1% |
| 30D | +19.1% | -1.3% | +20.3% | +19.2% |
| 3M | +3.6% | -23.9% | +27.5% | +9.4% |
| 6M | +5.1% | -36.8% | +41.9% | +14.2% |
| YTD | +32.9% | -22.2% | +55.0% | +35.9% |
| 1Y | +30.4% | +10.4% | +20.1% | +22.7% |
| 3Y | +13.0% | +72.0% | -59.1% | -9.1% |
| 5Y | +10.5% | -15.6% | +26.2% | -2.4% |
| 10Y | +152.8% | +47.8% | +105.0% | +60.3% |
| All | +44,496.8% | +200.0% | +44,296.8% | +18,789.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling