+15.5%
SBUX vs AME
+55.3%
-39.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -3.9% | +2.8% | -6.7% | -4.9% |
| 30D | -2.8% | -6.3% | +3.4% | -0.5% |
| 3M | +8.2% | +5.4% | +2.8% | +5.7% |
| 6M | +4.3% | +7.4% | -3.2% | +0.6% |
| YTD | +23.3% | +16.2% | +7.2% | +15.0% |
| 1Y | +24.3% | +26.8% | -2.5% | +11.4% |
| 3Y | +15.5% | +57.5% | -42.1% | -7.9% |
| All | +15.5% | +55.3% | -39.8% | -7.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling