+140.0%
SBUX vs AMBA
-0.9%
+140.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.1% | -6.8% | -1.7% |
| 7D | +1.7% | -7.2% | +8.9% | +2.8% |
| 30D | +12.6% | -10.4% | +23.0% | +14.2% |
| 3M | +0.8% | -30.1% | +30.9% | +6.0% |
| 6M | +0.2% | -22.4% | +22.6% | +0.5% |
| YTD | +27.4% | -17.3% | +44.8% | +25.2% |
| 1Y | +31.5% | -35.4% | +66.9% | +34.1% |
| 3Y | +9.3% | +18.6% | -9.4% | -5.9% |
| 5Y | +1.5% | -69.8% | +71.3% | +3.3% |
| All | +140.0% | -0.9% | +140.8% | +76.2% |
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