+1,076.4%
SBUX vs AMP
+2,108.3%
-1,032.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.1% |
| 7D | -3.9% | +2.6% | -6.5% | -4.9% |
| 30D | -2.8% | +0.8% | -3.7% | -3.2% |
| 3M | +8.2% | +24.3% | -16.1% | -1.1% |
| 6M | +4.3% | +20.6% | -16.3% | -3.8% |
| YTD | +23.3% | +14.6% | +8.7% | +15.7% |
| 1Y | +24.3% | +14.5% | +9.7% | +16.4% |
| 3Y | +15.5% | +67.9% | -52.5% | -8.1% |
| 5Y | -2.7% | +122.5% | -125.2% | -31.7% |
| 10Y | +128.8% | +573.3% | -444.5% | -2.9% |
| All | +1,076.4% | +2,108.3% | -1,032.0% | +161.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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