+7,765.4%
AMD vs SBUX
+146.3%
+7,619.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.2% | -8.6% | -8.7% |
| 7D | +18.9% | +1.6% | +17.4% | +18.0% |
| 30D | -6.4% | +14.8% | -21.3% | -13.5% |
| 3M | +10.6% | -0.8% | +11.4% | +10.6% |
| 6M | +19.9% | +2.2% | +17.6% | +16.7% |
| YTD | +149.4% | +29.5% | +119.9% | +108.8% |
| 1Y | +115.4% | +27.0% | +88.4% | +81.4% |
| 3Y | +357.3% | +10.9% | +346.3% | +299.5% |
| 5Y | +261.1% | +7.4% | +253.7% | +216.2% |
| All | +7,765.4% | +146.3% | +7,619.1% | +4,601.2% |
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