+5,814.1%
SBUX vs AEE
+822.6%
+4,991.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.3% | -2.8% |
| 7D | -3.9% | +1.3% | -5.2% | -4.5% |
| 30D | -2.8% | -1.2% | -1.6% | -2.3% |
| 3M | +8.2% | +1.0% | +7.2% | +7.5% |
| 6M | +4.3% | -2.3% | +6.5% | +4.9% |
| YTD | +23.3% | +9.1% | +14.2% | +17.6% |
| 1Y | +24.3% | +10.6% | +13.7% | +17.7% |
| 3Y | +15.5% | +48.5% | -33.0% | -6.2% |
| 5Y | -2.7% | +39.9% | -42.6% | -19.5% |
| 10Y | +128.8% | +185.7% | -56.9% | +29.7% |
| All | +5,814.1% | +822.6% | +4,991.5% | +1,724.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling