+11.8%
SBUX vs AEE
+46.3%
-34.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.5% |
| 7D | -6.2% | -0.7% | -5.6% | -6.1% |
| 30D | -6.4% | -2.0% | -4.5% | -5.9% |
| 3M | +1.0% | -2.8% | +3.9% | +1.8% |
| 6M | -0.4% | -3.6% | +3.2% | +0.4% |
| YTD | +20.0% | +7.3% | +12.7% | +16.7% |
| 1Y | +22.8% | +8.7% | +14.1% | +19.0% |
| All | +11.8% | +46.3% | -34.5% | 0.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling