+5,660.1%
SBUX vs AMT
+1,311.4%
+4,348.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.1% |
| 7D | -3.1% | -0.2% | -2.9% | -3.1% |
| 30D | -0.9% | +4.6% | -5.5% | -1.7% |
| 3M | +11.6% | -8.4% | +20.1% | +13.2% |
| 6M | +8.8% | -6.0% | +14.8% | +9.6% |
| YTD | +26.3% | +2.1% | +24.2% | +25.2% |
| 1Y | +23.1% | -6.4% | +29.5% | +23.9% |
| 3Y | +15.0% | +8.1% | +6.9% | +11.1% |
| 5Y | +0.4% | -31.9% | +32.3% | +4.9% |
| 10Y | +130.7% | +97.1% | +33.6% | +102.6% |
| All | +5,660.1% | +1,311.4% | +4,348.8% | +3,327.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling