+1,315.3%
AMAT vs SBUX
+155.2%
+1,160.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +3.8% | +7.5% | +9.1% |
| 7D | -1.1% | +4.8% | -5.9% | -3.5% |
| 30D | -26.9% | +20.6% | -47.5% | -34.6% |
| 3M | -31.2% | +4.3% | -35.4% | -33.1% |
| 6M | -14.7% | +5.5% | -20.2% | -18.3% |
| YTD | +44.7% | +32.3% | +12.4% | +19.8% |
| 1Y | +62.0% | +31.2% | +30.8% | +34.3% |
| 3Y | +165.0% | +14.8% | +150.1% | +126.3% |
| 5Y | +147.1% | +8.0% | +139.1% | +115.8% |
| 10Y | +1,315.3% | +148.7% | +1,166.5% | +654.8% |
| All | +1,315.3% | +155.2% | +1,160.1% | +654.8% |
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