+151.4%
SBUX vs AVAV
+339.7%
-188.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | +0.2% | +9.9% | -9.7% | -0.9% |
| 30D | +19.1% | -5.4% | +24.5% | +19.4% |
| 3M | +3.6% | -36.5% | +40.2% | +7.8% |
| 6M | +5.1% | -25.3% | +30.4% | +6.4% |
| YTD | +32.9% | -48.6% | +81.4% | +38.0% |
| 1Y | +30.4% | -62.1% | +92.5% | +39.9% |
| 3Y | +13.0% | +2.3% | +10.7% | +2.5% |
| 5Y | +10.5% | +35.4% | -24.8% | -6.5% |
| All | +151.4% | +339.7% | -188.3% | +83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 10y: compounded portfolio wealth divided by compounded AVAV 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…
10y analysis · Full analysis span regression · 6 months rolling