+18.5%
SBUX vs AMC
-67.9%
+86.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.3% | -5.6% | -1.4% |
| 7D | -3.1% | +2.3% | -5.5% | -3.2% |
| 30D | -0.9% | -0.7% | -0.1% | -0.9% |
| 3M | +11.6% | +35.2% | -23.6% | +9.6% |
| 6M | +8.8% | +124.6% | -115.8% | +4.0% |
| YTD | +26.3% | +69.9% | -43.6% | +21.9% |
| 1Y | +23.1% | -2.6% | +25.7% | +21.2% |
| All | +18.5% | -67.9% | +86.3% | +20.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling