+43,351.9%
SBUX vs AME
+14,576.1%
+28,775.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.4% |
| 7D | +1.6% | +5.9% | -4.3% | -0.8% |
| 30D | +14.8% | -1.9% | +16.7% | +15.3% |
| 3M | -0.8% | -5.4% | +4.6% | +1.0% |
| 6M | +2.2% | +4.9% | -2.7% | -0.7% |
| YTD | +29.5% | +18.5% | +11.0% | +19.0% |
| 1Y | +27.0% | +25.5% | +1.6% | +14.0% |
| 3Y | +10.9% | +63.0% | -52.1% | -12.1% |
| 5Y | +7.4% | +78.3% | -70.9% | -18.0% |
| 10Y | +146.3% | +447.1% | -300.8% | +19.3% |
| All | +43,351.9% | +14,576.1% | +28,775.8% | +9,556.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling