+51.7%
SBUX vs AVTR
+3.6%
+48.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.9% | -4.2% | -2.8% |
| 7D | -3.9% | +7.4% | -11.3% | -5.7% |
| 30D | -2.8% | +12.2% | -15.0% | -5.8% |
| 3M | +8.2% | +57.4% | -49.2% | -4.8% |
| 6M | +4.3% | +86.7% | -82.4% | -13.0% |
| YTD | +23.3% | +33.1% | -9.7% | +12.2% |
| 1Y | +24.3% | +16.1% | +8.1% | +15.2% |
| 3Y | +15.5% | -24.6% | +40.1% | +16.2% |
| 5Y | -2.7% | -63.5% | +60.8% | +21.0% |
| All | +51.7% | +3.6% | +48.1% | +19.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling