+128.8%
SBUX vs AMC
-98.9%
+227.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.4% | +1.0% | -2.3% |
| 7D | -3.9% | -0.8% | -3.1% | -3.9% |
| 30D | -2.8% | -1.2% | -1.7% | -2.8% |
| 3M | +8.2% | +42.2% | -34.0% | +7.3% |
| 6M | +4.3% | +118.8% | -114.6% | +2.3% |
| YTD | +23.3% | +64.1% | -40.8% | +21.6% |
| 1Y | +24.3% | -9.5% | +33.8% | +23.7% |
| 3Y | +15.5% | -64.3% | +79.8% | +15.4% |
| 5Y | -2.7% | -99.5% | +96.8% | +0.7% |
| 10Y | +128.8% | -98.9% | +227.8% | +111.2% |
| All | +128.8% | -98.9% | +227.8% | +111.2% |
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