+43,429.5%
SBUX vs AA
+195.7%
+43,233.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -2.1% |
| 7D | +1.0% | +5.3% | -4.2% | -0.1% |
| 30D | +16.6% | -2.3% | +18.8% | +17.0% |
| 3M | -0.6% | -20.8% | +20.3% | +4.2% |
| 6M | +1.8% | -39.8% | +41.6% | +11.8% |
| YTD | +29.7% | -23.3% | +53.0% | +33.0% |
| 1Y | +26.1% | +1.8% | +24.2% | +20.9% |
| 3Y | +10.3% | +69.5% | -59.3% | -11.0% |
| 5Y | +7.6% | -18.0% | +25.6% | -4.3% |
| 10Y | +146.7% | +45.7% | +101.1% | +57.0% |
| All | +43,429.5% | +195.7% | +43,233.8% | +18,396.6% |
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 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