+165.0%
AMAT vs SBUX
+12.5%
+152.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +3.8% | +7.5% | +10.1% |
| 7D | -1.1% | +4.8% | -5.9% | -2.4% |
| 30D | -26.9% | +20.6% | -47.5% | -31.2% |
| 3M | -31.2% | +4.3% | -35.4% | -32.1% |
| 6M | -14.7% | +5.5% | -20.2% | -16.4% |
| YTD | +44.7% | +32.3% | +12.4% | +30.3% |
| 1Y | +62.0% | +31.2% | +30.8% | +46.1% |
| 3Y | +165.0% | +14.8% | +150.1% | +175.7% |
| All | +165.0% | +12.5% | +152.4% | +175.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling