+4,250.0%
SBUX vs ATI
+957.9%
+3,292.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.7% | +3.0% | 0.0% |
| 7D | +1.0% | +4.2% | -3.2% | +0.1% |
| 30D | +14.1% | -2.5% | +16.7% | +14.3% |
| 3M | -1.4% | -19.4% | +18.0% | +2.5% |
| 6M | +1.6% | +11.1% | -9.4% | -1.9% |
| YTD | +28.7% | +59.5% | -30.8% | +14.3% |
| 1Y | +26.3% | +85.8% | -59.5% | +8.6% |
| 3Y | +10.3% | +311.9% | -301.6% | -22.1% |
| 5Y | +6.8% | +963.2% | -956.4% | -39.8% |
| 10Y | +144.8% | +977.6% | -832.8% | +19.5% |
| All | +4,250.0% | +957.9% | +3,292.1% | +1,524.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling