+268.3%
AMD vs SBUX
+9.2%
+259.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +4.3% | +10.4% | +12.4% |
| 7D | +6.5% | +4.9% | +1.5% | +4.2% |
| 30D | -15.3% | +21.2% | -36.4% | -23.4% |
| 3M | +9.7% | +5.7% | +4.1% | +6.3% |
| 6M | +13.2% | +6.0% | +7.2% | +8.5% |
| YTD | +140.6% | +32.9% | +107.6% | +100.8% |
| 1Y | +111.2% | +33.3% | +77.9% | +74.9% |
| 3Y | +334.4% | +13.0% | +321.4% | +292.7% |
| 5Y | +268.3% | +8.8% | +259.5% | +225.1% |
| All | +268.3% | +9.2% | +259.2% | +225.1% |
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