+554.3%
AMZN vs SBUX
+130.2%
+424.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.2% | -1.0% |
| 7D | -1.0% | -6.3% | +5.2% | +1.5% |
| 30D | -9.2% | -3.9% | -5.4% | -7.9% |
| 3M | +3.4% | +3.3% | +0.1% | +1.7% |
| 6M | +18.2% | +1.4% | +16.8% | +16.7% |
| YTD | +9.3% | +21.0% | -11.6% | +0.3% |
| 1Y | +5.9% | +22.4% | -16.5% | -3.9% |
| 3Y | +82.6% | +13.2% | +69.4% | +64.0% |
| 5Y | +44.9% | -5.2% | +50.1% | +36.6% |
| All | +554.3% | +130.2% | +424.2% | +320.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling