+10,974.1%
AMD vs SBUX
+43,306.8%
-32,332.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.3% | +6.0% | +5.2% |
| 7D | +2.6% | -3.1% | +5.7% | +3.9% |
| 30D | -0.9% | -0.9% | -0.1% | -0.7% |
| 3M | -8.7% | +11.6% | -20.3% | -13.4% |
| 6M | +136.3% | +8.8% | +127.6% | +126.3% |
| YTD | +123.0% | +26.3% | +96.7% | +99.9% |
| 1Y | +195.2% | +23.1% | +172.0% | +164.9% |
| 3Y | +336.3% | +15.0% | +321.4% | +292.5% |
| 5Y | +334.5% | +0.4% | +334.1% | +316.8% |
| 10Y | +6,259.1% | +130.7% | +6,128.4% | +4,284.9% |
| All | +10,974.1% | +43,306.8% | -32,332.7% | +1,465.1% |
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 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