+79.9%
AAPL vs SBUX
+15.5%
+64.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -0.6% |
| 7D | -2.7% | -3.9% | +1.2% | -1.8% |
| 30D | +1.0% | -2.8% | +3.8% | +1.7% |
| 3M | +5.0% | +8.2% | -3.2% | +2.7% |
| 6M | +23.0% | +4.3% | +18.8% | +21.2% |
| YTD | +16.6% | +23.3% | -6.7% | +9.8% |
| 1Y | +33.4% | +24.3% | +9.1% | +24.9% |
| 3Y | +79.9% | +15.5% | +64.4% | +74.0% |
| All | +79.9% | +15.5% | +64.4% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 3y: compounded portfolio wealth divided by compounded SBUX 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…
3y analysis · Full analysis span regression · 6 months rolling