+27.3%
SBUX vs AME
+23.5%
+3.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.5% |
| 7D | +1.0% | +8.1% | -7.1% | -0.7% |
| 30D | +16.6% | -3.8% | +20.4% | +17.2% |
| 3M | -0.6% | -6.6% | +6.1% | +0.9% |
| 6M | +1.8% | +4.6% | -2.8% | -0.3% |
| YTD | +29.7% | +17.9% | +11.7% | +14.1% |
| All | +27.3% | +23.5% | +3.8% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 1y: compounded portfolio wealth divided by compounded AME 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…
1y analysis · Full analysis span regression · 6 months rolling