+10.9%
SBUX vs ATI
+318.7%
-307.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.7% | +3.5% | +0.5% |
| 7D | +1.6% | +4.2% | -2.6% | +0.8% |
| 30D | +14.8% | -2.5% | +17.3% | +15.0% |
| 3M | -0.8% | -19.4% | +18.6% | +2.8% |
| 6M | +2.2% | +11.1% | -8.8% | -1.5% |
| YTD | +29.5% | +59.5% | -30.1% | +13.4% |
| 1Y | +27.0% | +85.8% | -58.7% | +7.1% |
| 3Y | +10.9% | +311.9% | -301.0% | -24.0% |
| All | +10.9% | +318.7% | -307.7% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 3y: compounded portfolio wealth divided by compounded ATI 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…
3y analysis · Full analysis span regression · 6 months rolling