+41,298.9%
SBUX vs AON
+4,352.7%
+36,946.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.1% | -1.5% |
| 7D | -3.9% | -3.2% | -0.7% | -2.7% |
| 30D | -2.8% | -11.9% | +9.0% | +1.5% |
| 3M | +8.2% | -2.9% | +11.1% | +8.8% |
| 6M | +4.3% | -6.8% | +11.1% | +6.0% |
| YTD | +23.3% | -10.1% | +33.4% | +26.5% |
| 1Y | +24.3% | -14.2% | +38.5% | +29.3% |
| 3Y | +15.5% | -3.3% | +18.7% | +13.4% |
| 5Y | -2.7% | +13.6% | -16.3% | -10.7% |
| 10Y | +128.8% | +209.2% | -80.3% | +44.3% |
| All | +41,298.9% | +4,352.7% | +36,946.2% | +9,862.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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