-6.7%
SBUX vs AVTR
-64.6%
+57.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -5.5% | -1.1% | -4.4% | -5.3% |
| 30D | -8.5% | +6.3% | -14.8% | -9.7% |
| 3M | -2.9% | +53.3% | -56.2% | -11.7% |
| 6M | -1.5% | +78.6% | -80.2% | -13.8% |
| YTD | +19.4% | +29.2% | -9.8% | +11.7% |
| 1Y | +22.9% | +13.8% | +9.1% | +16.6% |
| 3Y | +11.3% | -27.4% | +38.7% | +12.8% |
| All | -6.7% | -64.6% | +57.9% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 5y: compounded portfolio wealth divided by compounded AVTR 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…
5y analysis · Full analysis span regression · 6 months rolling