+14.0%
SBUX vs AMRZ
-17.3%
+31.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.3% | +1.9% | -1.7% |
| 7D | -3.9% | -2.0% | -1.9% | -3.6% |
| 30D | -2.8% | -9.8% | +7.0% | -1.4% |
| 3M | +8.2% | -17.2% | +25.4% | +10.7% |
| 6M | +4.3% | -26.9% | +31.2% | +8.5% |
| YTD | +23.3% | -21.5% | +44.8% | +26.5% |
| 1Y | +24.3% | -22.9% | +47.2% | +26.2% |
| All | +14.0% | -17.3% | +31.3% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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