+1,321.9%
AMAT vs SBUX
+144.8%
+1,177.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -2.0% | -2.3% |
| 7D | +11.4% | +1.0% | +10.4% | +10.9% |
| 30D | -17.0% | +14.1% | -31.2% | -23.2% |
| 3M | -30.6% | -1.4% | -29.2% | -30.3% |
| 6M | -14.9% | +1.6% | -16.6% | -16.7% |
| YTD | +44.7% | +28.7% | +16.0% | +21.8% |
| 1Y | +66.9% | +26.3% | +40.6% | +41.7% |
| 3Y | +153.3% | +10.3% | +143.0% | +121.9% |
| 5Y | +146.2% | +6.8% | +139.4% | +116.1% |
| All | +1,321.9% | +144.8% | +1,177.1% | +695.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 SBUX 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