+13.9%
SBUX vs AMBA
+26.5%
-12.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.6% | -0.4% |
| 7D | +0.2% | +2.6% | -2.4% | -0.1% |
| 30D | +19.1% | -3.6% | +22.7% | +19.3% |
| 3M | +3.6% | -24.6% | +28.2% | +6.4% |
| 6M | +5.1% | -21.6% | +26.7% | +5.4% |
| YTD | +32.9% | -11.8% | +44.7% | +29.5% |
| 1Y | +30.4% | -33.2% | +63.6% | +32.3% |
| All | +13.9% | +26.5% | -12.6% | -6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling