-6.7%
SBUX vs AMCR
-12.3%
+5.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | +0.2% |
| 7D | -5.5% | -6.3% | +0.8% | -3.0% |
| 30D | -8.5% | -7.8% | -0.7% | -5.4% |
| 3M | -2.9% | +7.5% | -10.4% | -6.3% |
| 6M | -1.5% | +2.7% | -4.2% | -3.6% |
| YTD | +19.4% | +6.0% | +13.4% | +14.4% |
| 1Y | +22.9% | +7.8% | +15.2% | +16.8% |
| 3Y | +11.3% | +5.8% | +5.5% | +3.5% |
| All | -6.7% | -12.3% | +5.6% | -4.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling