+263,909.3%
AMZN vs SBUX
+7,724.4%
+256,184.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.4% |
| 7D | -3.0% | -3.1% | +0.2% | -1.6% |
| 30D | -5.2% | -0.9% | -4.3% | -4.9% |
| 3M | +1.9% | +11.6% | -9.8% | -3.5% |
| 6M | +19.2% | +8.8% | +10.4% | +13.8% |
| YTD | +12.0% | +26.3% | -14.3% | -0.5% |
| 1Y | +9.7% | +23.1% | -13.4% | -2.1% |
| 3Y | +87.2% | +15.0% | +72.2% | +63.4% |
| 5Y | +48.7% | +0.4% | +48.3% | +37.2% |
| 10Y | +569.3% | +130.7% | +438.6% | +295.9% |
| All | +263,909.3% | +7,724.4% | +256,184.9% | +27,595.6% |
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