+40,166.6%
SBUX vs AZO
+20,574.2%
+19,592.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.5% |
| 7D | -6.2% | -2.9% | -3.3% | -5.3% |
| 30D | -6.4% | -5.3% | -1.1% | -4.7% |
| 3M | +1.0% | -7.3% | +8.4% | +3.4% |
| 6M | -0.4% | -22.7% | +22.3% | +8.0% |
| YTD | +20.0% | -15.0% | +35.0% | +25.3% |
| 1Y | +22.8% | -32.2% | +55.0% | +38.3% |
| 3Y | +12.3% | +10.0% | +2.3% | +5.1% |
| 5Y | -6.4% | +85.8% | -92.2% | -28.2% |
| 10Y | +126.5% | +298.9% | -172.4% | +29.0% |
| All | +40,166.6% | +20,574.2% | +19,592.4% | +6,582.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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