+5,459.8%
SBUX vs AU
+789.2%
+4,670.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.6% | -2.0% |
| 7D | -6.3% | +0.6% | -6.9% | -6.3% |
| 30D | -3.9% | +12.3% | -16.2% | -4.6% |
| 3M | +3.3% | +29.4% | -26.1% | +1.4% |
| 6M | +1.4% | +3.2% | -1.8% | +0.6% |
| YTD | +21.0% | +31.8% | -10.8% | +17.9% |
| 1Y | +22.4% | +83.4% | -61.0% | +16.6% |
| 3Y | +13.2% | +623.1% | -609.9% | -2.4% |
| 5Y | -5.2% | +700.5% | -705.7% | -19.6% |
| 10Y | +128.3% | +717.6% | -589.2% | +86.5% |
| All | +5,459.8% | +789.2% | +4,670.6% | +4,382.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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