+1,362.0%
AMAT vs SBUX
+146.7%
+1,215.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.4% | -1.2% | -2.2% |
| 7D | +19.3% | +1.0% | +18.3% | +18.8% |
| 30D | -17.9% | +16.6% | -34.5% | -25.0% |
| 3M | -30.4% | -0.6% | -29.9% | -30.5% |
| 6M | -11.4% | +1.8% | -13.3% | -13.4% |
| YTD | +48.8% | +29.7% | +19.1% | +24.7% |
| 1Y | +66.0% | +26.1% | +40.0% | +41.1% |
| 3Y | +158.8% | +10.3% | +148.6% | +127.0% |
| 5Y | +153.2% | +7.6% | +145.6% | +121.1% |
| All | +1,362.0% | +146.7% | +1,215.3% | +714.3% |
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