+41,298.9%
SBUX vs AMGN
+8,241.1%
+33,057.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -10.1% | +7.7% | +0.6% |
| 7D | -3.9% | -10.3% | +6.4% | -0.9% |
| 30D | -2.8% | -3.8% | +0.9% | -1.9% |
| 3M | +8.2% | +14.4% | -6.2% | +3.6% |
| 6M | +4.3% | +7.8% | -3.6% | +1.5% |
| YTD | +23.3% | +22.6% | +0.8% | +15.3% |
| 1Y | +24.3% | +44.2% | -19.9% | +10.5% |
| 3Y | +15.5% | +65.8% | -50.4% | -3.1% |
| 5Y | -2.7% | +108.0% | -110.7% | -24.3% |
| 10Y | +128.8% | +209.9% | -81.0% | +55.3% |
| All | +41,298.9% | +8,241.1% | +33,057.8% | +11,850.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMGN.
Daily Out/Under-Performance
Portfolio return minus AMGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMGN 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AMGN 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling