+41,298.9%
SBUX vs AIG
-30.1%
+41,329.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.0% | -0.3% | -2.0% |
| 7D | -3.9% | -1.6% | -2.3% | -3.6% |
| 30D | -2.8% | -5.2% | +2.4% | -1.8% |
| 3M | +8.2% | +1.5% | +6.7% | +7.8% |
| 6M | +4.3% | -3.9% | +8.2% | +4.9% |
| YTD | +23.3% | -11.6% | +34.9% | +26.0% |
| 1Y | +24.3% | -2.9% | +27.2% | +24.3% |
| 3Y | +15.5% | +33.7% | -18.3% | +8.0% |
| 5Y | -2.7% | +52.7% | -55.4% | -11.9% |
| 10Y | +128.8% | +62.6% | +66.2% | +97.0% |
| All | +41,298.9% | -30.1% | +41,329.0% | +30,062.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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