+10,468.6%
SBUX vs AEIS
+2,566.8%
+7,901.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.4% | -3.7% | -1.7% |
| 7D | -3.1% | +3.0% | -6.1% | -3.6% |
| 30D | -0.9% | -14.6% | +13.8% | +1.5% |
| 3M | +11.6% | -12.4% | +24.1% | +12.3% |
| 6M | +8.8% | -15.0% | +23.7% | +9.0% |
| YTD | +26.3% | +34.3% | -8.0% | +17.0% |
| 1Y | +23.1% | +87.4% | -64.2% | +7.4% |
| 3Y | +15.0% | +139.8% | -124.8% | -5.4% |
| 5Y | +0.4% | +220.7% | -220.4% | -21.9% |
| 10Y | +130.7% | +531.6% | -400.9% | +53.8% |
| All | +10,468.6% | +2,566.8% | +7,901.8% | +4,803.4% |
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