+43,429.5%
SBUX vs AME
+14,511.2%
+28,918.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.6% |
| 7D | +1.0% | +8.1% | -7.1% | -2.2% |
| 30D | +16.6% | -3.8% | +20.4% | +18.0% |
| 3M | -0.6% | -6.6% | +6.1% | +1.8% |
| 6M | +1.8% | +4.6% | -2.8% | -1.0% |
| YTD | +29.7% | +17.9% | +11.7% | +19.4% |
| 1Y | +26.1% | +23.2% | +2.8% | +14.0% |
| 3Y | +10.3% | +62.9% | -52.7% | -12.6% |
| 5Y | +7.6% | +77.5% | -69.9% | -17.7% |
| 10Y | +146.7% | +444.7% | -298.0% | +19.8% |
| All | +43,429.5% | +14,511.2% | +28,918.3% | +9,591.4% |
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