+123.9%
SBUX vs AEIS
+562.2%
-438.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.4% | -1.7% |
| 7D | -5.5% | +2.3% | -7.7% | -6.1% |
| 30D | -8.5% | -14.8% | +6.3% | -5.2% |
| 3M | -2.9% | -15.6% | +12.7% | -1.1% |
| 6M | -1.5% | -8.7% | +7.2% | -3.4% |
| YTD | +19.4% | +37.3% | -17.9% | +3.4% |
| 1Y | +22.9% | +80.3% | -57.4% | -2.4% |
| 3Y | +11.3% | +177.9% | -166.6% | -24.9% |
| 5Y | -6.9% | +235.8% | -242.7% | -41.8% |
| All | +123.9% | +562.2% | -438.3% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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