+9,277.4%
AMD vs SBUX
+44,008.9%
-34,731.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -3.2% | -14.0% | -15.9% |
| 7D | -28.6% | +0.6% | -29.2% | -28.6% |
| 30D | -37.7% | +10.5% | -48.2% | -40.3% |
| 3M | -16.1% | +0.7% | -16.8% | -16.7% |
| 6M | +13.8% | +2.3% | +11.5% | +11.7% |
| YTD | +88.8% | +28.4% | +60.5% | +67.7% |
| 1Y | +57.8% | +31.4% | +26.4% | +38.1% |
| 3Y | +260.3% | +11.5% | +248.7% | +228.1% |
| 5Y | +196.6% | +2.2% | +194.4% | +182.1% |
| 10Y | +6,064.6% | +149.7% | +5,915.0% | +4,010.1% |
| All | +9,277.4% | +44,008.9% | -34,731.5% | +1,212.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling