+337.5%
AMD vs SBUX
+0.4%
+337.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.3% | +6.0% | +5.4% |
| 7D | +2.6% | -3.1% | +5.7% | +4.3% |
| 30D | -0.9% | -0.9% | -0.1% | -0.6% |
| 3M | -8.7% | +11.6% | -20.3% | -14.9% |
| 6M | +136.3% | +8.8% | +127.6% | +122.7% |
| YTD | +123.0% | +26.3% | +96.7% | +91.8% |
| 1Y | +195.2% | +23.1% | +172.0% | +154.1% |
| 3Y | +336.3% | +15.0% | +321.4% | +280.8% |
| All | +337.5% | +0.4% | +337.1% | +271.2% |
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 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