+8,164.6%
AMD vs SBUX
+155.1%
+8,009.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.3% |
| 7D | +13.1% | +0.2% | +12.9% | +13.5% |
| 30D | -7.0% | +19.1% | -26.0% | -15.7% |
| 3M | +16.6% | +3.6% | +12.9% | +13.8% |
| 6M | +20.5% | +5.1% | +15.4% | +15.5% |
| YTD | +158.2% | +32.9% | +125.3% | +113.2% |
| 1Y | +132.8% | +30.4% | +102.4% | +93.4% |
| 3Y | +366.2% | +13.0% | +353.3% | +303.9% |
| 5Y | +278.7% | +10.5% | +268.1% | +226.5% |
| 10Y | +8,164.6% | +152.8% | +8,011.8% | +4,738.8% |
| All | +8,164.6% | +155.1% | +8,009.4% | +4,738.8% |
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