+148.7%
SBUX vs AMC
-98.6%
+247.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.3% | -4.5% | +3.7% |
| 7D | +4.8% | +6.6% | -1.8% | +4.7% |
| 30D | +20.6% | +14.1% | +6.5% | +20.3% |
| 3M | +4.3% | +31.3% | -27.0% | +3.7% |
| 6M | +5.5% | +126.7% | -121.2% | +3.6% |
| YTD | +32.3% | +117.9% | -85.6% | +29.8% |
| 1Y | +31.2% | +41.1% | -9.9% | +29.5% |
| 3Y | +14.8% | -61.0% | +75.8% | +14.6% |
| 5Y | +8.0% | -99.1% | +107.1% | +11.0% |
| 10Y | +148.7% | -98.7% | +247.4% | +129.8% |
| All | +148.7% | -98.6% | +247.4% | +129.8% |
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