+42,297.2%
SBUX vs AME
+14,289.0%
+28,008.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.9% |
| 7D | -3.1% | +0.6% | -3.8% | -3.4% |
| 30D | -0.9% | -6.7% | +5.8% | +2.0% |
| 3M | +11.6% | +4.1% | +7.5% | +9.3% |
| 6M | +8.8% | +1.6% | +7.2% | +7.3% |
| YTD | +26.3% | +16.1% | +10.2% | +17.6% |
| 1Y | +23.1% | +27.3% | -4.2% | +9.9% |
| 3Y | +15.0% | +50.9% | -35.9% | -5.5% |
| 5Y | +0.4% | +81.4% | -81.0% | -23.6% |
| 10Y | +130.7% | +417.0% | -286.3% | +14.7% |
| All | +42,297.2% | +14,289.0% | +28,008.2% | +9,446.0% |
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 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