+145.4%
SBUX vs AMC
-98.8%
+244.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.1% | -2.4% |
| 7D | +1.0% | +8.4% | -7.4% | +0.9% |
| 30D | +16.6% | +9.2% | +7.4% | +16.4% |
| 3M | -0.6% | +32.0% | -32.6% | -1.1% |
| 6M | +1.8% | +149.3% | -147.4% | -0.2% |
| YTD | +29.7% | +114.1% | -84.4% | +27.2% |
| 1Y | +26.1% | +35.8% | -9.7% | +24.6% |
| 3Y | +10.3% | -58.3% | +68.6% | +9.9% |
| 5Y | +7.6% | -99.2% | +106.8% | +10.7% |
| All | +145.4% | -98.8% | +244.2% | +127.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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