+10,731.5%
SBUX vs AEIS
+1,985.6%
+8,745.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.0% | +3.8% | +0.5% |
| 7D | +1.6% | +11.5% | -9.9% | -0.3% |
| 30D | +14.8% | -15.8% | +30.6% | +17.0% |
| 3M | -0.8% | -33.3% | +32.5% | +4.4% |
| 6M | +2.2% | -35.2% | +37.4% | +6.5% |
| YTD | +29.5% | +5.0% | +24.4% | +23.3% |
| 1Y | +27.0% | +8.5% | +18.6% | +20.2% |
| 3Y | +10.9% | +152.9% | -142.0% | -10.4% |
| 5Y | +7.4% | +144.6% | -137.2% | -13.5% |
| 10Y | +146.3% | +337.1% | -190.8% | +71.9% |
| All | +10,731.5% | +1,985.6% | +8,745.9% | +5,067.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling