+77,452.0%
AMAT vs SBUX
+44,008.9%
+33,443.1%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -3.2% | -10.3% | -12.3% |
| 7D | -24.3% | +0.6% | -24.9% | -24.4% |
| 30D | -39.8% | +10.5% | -50.3% | -42.3% |
| 3M | -40.2% | +0.7% | -40.9% | -40.6% |
| 6M | -22.1% | +2.3% | -24.4% | -23.5% |
| YTD | +24.7% | +28.4% | -3.7% | +11.1% |
| 1Y | +33.3% | +31.4% | +1.9% | +17.3% |
| 3Y | +133.9% | +11.5% | +122.3% | +112.9% |
| 5Y | +117.1% | +2.2% | +114.8% | +104.6% |
| 10Y | +1,158.7% | +149.7% | +1,009.0% | +747.0% |
| All | +77,452.0% | +44,008.9% | +33,443.1% | +9,062.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling