+41,298.8%
SBUX vs AEM
+6,281.9%
+35,017.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -0.9% | -2.3% |
| 7D | -3.9% | +4.3% | -8.2% | -4.1% |
| 30D | -2.8% | +13.1% | -16.0% | -3.3% |
| 3M | +8.2% | +24.8% | -16.6% | +7.2% |
| 6M | +4.3% | -8.2% | +12.5% | +4.4% |
| YTD | +23.3% | +19.8% | +3.5% | +22.1% |
| 1Y | +24.3% | +32.1% | -7.8% | +22.5% |
| 3Y | +15.5% | +348.2% | -332.7% | +8.3% |
| 5Y | -2.7% | +297.5% | -300.2% | -8.7% |
| 10Y | +128.8% | +343.3% | -214.5% | +112.0% |
| All | +41,298.8% | +6,281.9% | +35,017.0% | +38,117.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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