+1,162.1%
AMAT vs SBUX
+144.4%
+1,017.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.9% | +4.6% |
| 7D | -14.7% | +1.7% | -16.4% | -15.5% |
| 30D | -36.1% | +12.6% | -48.7% | -40.6% |
| 3M | -36.9% | +0.8% | -37.7% | -37.5% |
| 6M | -22.2% | +0.2% | -22.4% | -23.3% |
| YTD | +29.9% | +27.4% | +2.5% | +9.8% |
| 1Y | +43.3% | +31.5% | +11.8% | +18.1% |
| 3Y | +142.7% | +9.3% | +133.4% | +113.3% |
| 5Y | +126.2% | +1.5% | +124.7% | +105.1% |
| All | +1,162.1% | +144.4% | +1,017.7% | +592.2% |
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