+42,297.2%
SBUX vs AA
+264.3%
+42,032.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.8% | -0.8% |
| 7D | -3.1% | -0.7% | -2.4% | -3.0% |
| 30D | -0.9% | +5.0% | -5.9% | -2.2% |
| 3M | +11.6% | -35.8% | +47.4% | +21.8% |
| 6M | +8.8% | -18.4% | +27.2% | +11.1% |
| YTD | +26.3% | -5.5% | +31.8% | +24.1% |
| 1Y | +23.1% | +61.0% | -37.8% | +6.1% |
| 3Y | +15.0% | +66.2% | -51.3% | -6.8% |
| 5Y | +0.4% | +11.4% | -11.0% | -17.5% |
| 10Y | +130.7% | +116.9% | +13.8% | +33.0% |
| All | +42,297.2% | +264.3% | +42,032.9% | +17,160.3% |
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