+7.6%
SBUX vs AMBA
-68.7%
+76.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.1% | -2.1% |
| 7D | +1.0% | +10.7% | -9.6% | -0.5% |
| 30D | +16.6% | -5.0% | +21.6% | +17.2% |
| 3M | -0.6% | -26.9% | +26.3% | +3.7% |
| 6M | +1.8% | -21.9% | +23.7% | +2.0% |
| YTD | +29.7% | -13.8% | +43.5% | +26.3% |
| 1Y | +26.1% | -36.1% | +62.1% | +29.1% |
| 3Y | +10.3% | +21.6% | -11.4% | -7.4% |
| 5Y | +7.6% | -68.8% | +76.4% | +3.7% |
| All | +7.6% | -68.7% | +76.4% | +3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling