+272,232.7%
AMZN vs SBUX
+7,871.9%
+264,360.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.1% |
| 7D | +2.8% | +1.0% | +1.9% | +2.4% |
| 30D | +5.0% | +14.1% | -9.2% | -1.3% |
| 3M | +0.6% | -1.4% | +2.0% | +0.8% |
| 6M | -1.3% | +1.6% | -2.9% | -2.8% |
| YTD | +15.5% | +28.7% | -13.2% | +1.4% |
| 1Y | +12.2% | +26.3% | -14.0% | -0.8% |
| 3Y | +87.0% | +10.3% | +76.7% | +66.4% |
| 5Y | +51.3% | +6.8% | +44.5% | +35.6% |
| 10Y | +621.7% | +144.8% | +476.8% | +313.9% |
| All | +272,232.7% | +7,871.9% | +264,360.8% | +28,129.6% |
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