+483.5%
SBUX vs AMBA
+837.3%
-353.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.2% |
| 7D | -3.1% | -11.0% | +7.8% | -1.6% |
| 30D | -0.9% | -23.2% | +22.3% | +2.6% |
| 3M | +11.6% | -12.7% | +24.3% | +11.5% |
| 6M | +8.8% | +11.2% | -2.4% | +4.0% |
| YTD | +26.3% | -11.2% | +37.5% | +24.2% |
| 1Y | +23.1% | -22.5% | +45.7% | +22.2% |
| 3Y | +15.0% | -1.3% | +16.3% | +5.9% |
| 5Y | +0.4% | -54.2% | +54.5% | -3.0% |
| 10Y | +130.7% | -6.1% | +136.8% | +91.5% |
| All | +483.5% | +837.3% | -353.8% | +296.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling