+553.0%
AMZN vs SBUX
+128.3%
+424.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.1% |
| 7D | -2.7% | -6.2% | +3.5% | -0.2% |
| 30D | -7.5% | -6.4% | -1.0% | -5.1% |
| 3M | +5.8% | +1.0% | +4.8% | +5.0% |
| 6M | +17.5% | -0.4% | +17.9% | +16.9% |
| YTD | +9.1% | +20.0% | -10.8% | +0.4% |
| 1Y | +9.4% | +22.8% | -13.4% | -0.9% |
| 3Y | +82.2% | +12.3% | +69.9% | +64.2% |
| 5Y | +45.2% | -6.4% | +51.6% | +37.6% |
| All | +553.0% | +128.3% | +424.7% | +321.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling