+152.8%
SBUX vs AMBA
+7.9%
+144.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.6% | -0.6% |
| 7D | +0.2% | +2.6% | -2.4% | -0.3% |
| 30D | +19.1% | -3.6% | +22.7% | +19.5% |
| 3M | +3.6% | -24.6% | +28.2% | +7.6% |
| 6M | +5.1% | -21.6% | +26.7% | +5.4% |
| YTD | +32.9% | -11.8% | +44.7% | +29.2% |
| 1Y | +30.4% | -33.2% | +63.6% | +32.4% |
| 3Y | +13.0% | +24.5% | -11.5% | -3.4% |
| 5Y | +10.5% | -67.7% | +78.2% | +11.4% |
| 10Y | +152.8% | +4.7% | +148.0% | +84.4% |
| All | +152.8% | +7.9% | +144.9% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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