+715.0%
SBUX vs AVAV
+478.6%
+236.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.5% | -1.0% |
| 7D | -3.1% | -2.2% | -0.9% | -2.9% |
| 30D | -0.9% | -13.9% | +13.1% | +0.9% |
| 3M | +11.6% | -29.2% | +40.8% | +15.5% |
| 6M | +8.8% | -36.1% | +44.9% | +13.2% |
| YTD | +26.3% | -40.2% | +66.5% | +30.8% |
| 1Y | +23.1% | -36.2% | +59.3% | +24.8% |
| 3Y | +15.0% | +47.5% | -32.6% | -2.6% |
| 5Y | +0.4% | +39.3% | -38.9% | -17.4% |
| 10Y | +130.7% | +482.6% | -351.9% | +35.2% |
| All | +715.0% | +478.6% | +236.4% | +306.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling