+3.0%
SBUX vs AMT
-20.2%
+23.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | -0.1% |
| 7D | +1.7% | +0.5% | +1.1% | +1.6% |
| 30D | +12.6% | +13.6% | -1.0% | +9.3% |
| 3M | +0.8% | +11.5% | -10.7% | -1.9% |
| 6M | +0.2% | +6.9% | -6.7% | -1.9% |
| YTD | +27.4% | +10.8% | +16.6% | +23.2% |
| 1Y | +31.5% | +10.3% | +21.2% | +27.2% |
| 3Y | +9.3% | +12.4% | -3.1% | +0.3% |
| All | +3.0% | -20.2% | +23.2% | +9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling