+249.7%
SBUX vs AMC
-97.7%
+347.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.7% | -0.7% |
| 7D | +1.7% | +2.6% | -0.9% | +1.6% |
| 30D | +12.6% | +9.0% | +3.6% | +12.4% |
| 3M | +0.8% | +22.2% | -21.4% | +0.3% |
| 6M | +0.2% | +91.5% | -91.3% | -1.6% |
| YTD | +27.4% | +101.3% | -73.8% | +24.9% |
| 1Y | +31.5% | +20.8% | +10.7% | +30.1% |
| 3Y | +9.3% | -71.3% | +80.6% | +9.7% |
| 5Y | +1.5% | -99.2% | +100.8% | +5.3% |
| 10Y | +147.9% | -98.7% | +246.6% | +143.0% |
| All | +249.7% | -97.7% | +347.4% | +220.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling