-5.2%
SBUX vs AME
+83.9%
-89.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.6% |
| 7D | -6.3% | +1.3% | -7.6% | -6.9% |
| 30D | -3.9% | -6.6% | +2.7% | -0.4% |
| 3M | +3.3% | +3.0% | +0.3% | +1.1% |
| 6M | +1.4% | +5.3% | -3.9% | -2.5% |
| YTD | +21.0% | +15.4% | +5.5% | +9.9% |
| 1Y | +22.4% | +26.8% | -4.4% | +4.6% |
| 3Y | +13.2% | +56.5% | -43.3% | -18.5% |
| 5Y | -5.2% | +85.2% | -90.4% | -40.7% |
| All | -5.2% | +83.9% | -89.1% | -40.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling