+11.6%
SBUX vs AHR
+360.2%
-348.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.4% | -0.9% |
| 7D | -6.2% | -3.0% | -3.2% | -5.6% |
| 30D | -6.4% | +2.6% | -9.0% | -7.0% |
| 3M | +1.0% | +16.0% | -15.0% | -2.6% |
| 6M | -0.4% | +3.1% | -3.5% | -1.5% |
| YTD | +20.0% | +16.0% | +3.9% | +15.0% |
| 1Y | +22.8% | +28.0% | -5.2% | +14.1% |
| All | +11.6% | +360.2% | -348.5% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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