+123.9%
SBUX vs AEE
+191.1%
-67.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.5% |
| 7D | -5.5% | -0.8% | -4.7% | -5.2% |
| 30D | -8.5% | -2.9% | -5.5% | -7.4% |
| 3M | -2.9% | -2.4% | -0.5% | -2.1% |
| 6M | -1.5% | -2.7% | +1.2% | -0.8% |
| YTD | +19.4% | +7.3% | +12.1% | +15.1% |
| 1Y | +22.9% | +7.5% | +15.4% | +18.4% |
| 3Y | +11.3% | +46.2% | -34.9% | -7.3% |
| 5Y | -6.9% | +39.7% | -46.6% | -21.5% |
| All | +123.9% | +191.1% | -67.3% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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