+123.9%
SBUX vs AMCR
+14.6%
+109.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | +0.2% |
| 7D | -5.5% | -6.3% | +0.8% | -2.8% |
| 30D | -8.5% | -7.8% | -0.7% | -5.3% |
| 3M | -2.9% | +7.5% | -10.4% | -6.4% |
| 6M | -1.5% | +2.7% | -4.2% | -3.9% |
| YTD | +19.4% | +6.0% | +13.4% | +14.2% |
| 1Y | +22.9% | +7.8% | +15.2% | +16.7% |
| 3Y | +11.3% | +5.8% | +5.5% | +3.7% |
| 5Y | -6.9% | -11.6% | +4.8% | -5.6% |
| All | +123.9% | +14.6% | +109.3% | +79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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