+148.7%
SBUX vs AVAV
+423.1%
-274.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +12.6% | -8.8% | +2.6% |
| 7D | +4.8% | +3.2% | +1.7% | +4.3% |
| 30D | +20.6% | -7.4% | +28.0% | +21.2% |
| 3M | +4.3% | -32.0% | +36.3% | +7.8% |
| 6M | +5.5% | -24.6% | +30.1% | +6.7% |
| YTD | +32.3% | -47.5% | +79.8% | +37.2% |
| 1Y | +31.2% | -61.5% | +92.6% | +40.5% |
| 3Y | +14.8% | +5.5% | +9.3% | +3.8% |
| 5Y | +8.0% | +35.7% | -27.8% | -8.6% |
| 10Y | +148.7% | +379.1% | -230.3% | +83.7% |
| All | +148.7% | +423.1% | -274.4% | +83.7% |
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