+148.7%
SBUX vs AMBA
+12.8%
+135.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +5.3% | -1.5% | +3.0% |
| 7D | +4.8% | 0.0% | +4.9% | +4.7% |
| 30D | +20.6% | -8.6% | +29.2% | +22.0% |
| 3M | +4.3% | -29.0% | +33.2% | +9.3% |
| 6M | +5.5% | -19.2% | +24.7% | +5.2% |
| YTD | +32.3% | -13.0% | +45.3% | +29.0% |
| 1Y | +31.2% | -31.3% | +62.4% | +32.4% |
| 3Y | +14.8% | +28.1% | -13.3% | -2.3% |
| 5Y | +8.0% | -69.4% | +77.4% | +9.7% |
| 10Y | +148.7% | +7.6% | +141.1% | +80.4% |
| All | +148.7% | +12.8% | +135.9% | +80.4% |
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