+40,499.4%
SBUX vs AFL
+10,717.8%
+29,781.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.6% | -1.8% |
| 7D | -6.3% | -2.1% | -4.1% | -5.5% |
| 30D | -3.9% | -5.4% | +1.6% | -2.0% |
| 3M | +3.3% | -0.3% | +3.5% | +3.3% |
| 6M | +1.4% | +5.2% | -3.8% | -0.5% |
| YTD | +21.0% | +5.7% | +15.3% | +18.3% |
| 1Y | +22.4% | +10.2% | +12.2% | +17.8% |
| 3Y | +13.2% | +63.4% | -50.2% | -6.2% |
| 5Y | -5.2% | +133.0% | -138.2% | -30.9% |
| 10Y | +128.3% | +299.5% | -171.2% | +35.1% |
| All | +40,499.4% | +10,717.8% | +29,781.5% | +7,592.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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