+145.4%
SBUX vs AMT
+134.2%
+11.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.3% |
| 7D | +1.0% | -2.2% | +3.2% | +1.8% |
| 30D | +16.6% | +5.8% | +10.8% | +14.3% |
| 3M | -0.6% | +12.6% | -13.1% | -5.0% |
| 6M | +1.8% | +8.3% | -6.5% | -2.0% |
| YTD | +29.7% | +11.4% | +18.3% | +22.8% |
| 1Y | +26.1% | +7.7% | +18.3% | +20.8% |
| 3Y | +10.3% | +14.8% | -4.5% | -1.8% |
| 5Y | +7.6% | -18.0% | +25.6% | +10.4% |
| All | +145.4% | +134.2% | +11.2% | +96.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 10y: compounded portfolio wealth divided by compounded AMT 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…
10y analysis · Full analysis span regression · 6 months rolling