+199.0%
AMD vs SBUX
+1.8%
+197.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.7% | +11.7% | +11.4% |
| 7D | -11.0% | +1.7% | -12.7% | -11.6% |
| 30D | -30.5% | +12.6% | -43.1% | -34.8% |
| 3M | -8.2% | +0.8% | -9.0% | -9.0% |
| 6M | +6.6% | +0.2% | +6.4% | +5.1% |
| YTD | +109.7% | +27.4% | +82.2% | +78.6% |
| 1Y | +88.9% | +31.5% | +57.4% | +56.7% |
| 3Y | +301.8% | +9.3% | +292.6% | +268.0% |
| All | +199.0% | +1.8% | +197.2% | +171.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling