+246.6%
SBUX vs AMC
-98.1%
+344.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +10.6% |
| 6M | +8.8% | +124.6% | -115.8% | +6.5% |
| YTD | +26.3% | +69.9% | -43.6% | +24.3% |
| 1Y | +23.1% | -2.6% | +25.7% | +22.4% |
| 3Y | +15.0% | -79.8% | +94.7% | +15.9% |
| 5Y | +0.4% | -99.4% | +99.8% | +4.6% |
| 10Y | +130.7% | -98.9% | +229.6% | +125.8% |
| All | +246.6% | -98.1% | +344.7% | +218.8% |
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 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