+514.1%
SBUX vs AMBA
+799.6%
-285.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.5% | +0.7% |
| 7D | +4.9% | -2.6% | +7.6% | +5.2% |
| 30D | +21.2% | -10.5% | +31.6% | +22.7% |
| 3M | +5.7% | -26.4% | +32.1% | +9.4% |
| 6M | +6.0% | -20.9% | +26.9% | +6.1% |
| YTD | +32.9% | -14.8% | +47.7% | +30.7% |
| 1Y | +33.3% | -36.1% | +69.4% | +35.9% |
| 3Y | +13.0% | +20.2% | -7.2% | +0.9% |
| 5Y | +8.8% | -67.2% | +76.1% | +9.3% |
| 10Y | +154.6% | +5.0% | +149.7% | +109.5% |
| All | +514.1% | +799.6% | -285.5% | +317.6% |
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