+66.9%
AMAT vs SBUX
+25.8%
+41.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -2.0% | -2.5% |
| 7D | +11.4% | +1.0% | +10.4% | +11.2% |
| 30D | -17.0% | +14.1% | -31.2% | -18.8% |
| 3M | -30.6% | -1.4% | -29.2% | -29.6% |
| 6M | -14.9% | +1.6% | -16.6% | -14.0% |
| YTD | +44.7% | +28.7% | +16.0% | +32.4% |
| 1Y | +66.9% | +26.3% | +40.6% | +53.2% |
| All | +66.9% | +25.8% | +41.1% | +53.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling