+94.5%
AAPL vs SBUX
+10.7%
+83.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +0.5% |
| 7D | +3.2% | +1.0% | +2.2% | +2.9% |
| 30D | +4.1% | +16.6% | -12.5% | +0.1% |
| 3M | +17.5% | -0.6% | +18.1% | +17.5% |
| 6M | +20.6% | +1.8% | +18.8% | +19.8% |
| YTD | +31.0% | +29.7% | +1.3% | +21.6% |
| 1Y | +30.2% | +26.1% | +4.2% | +21.6% |
| All | +94.5% | +10.7% | +83.8% | +85.7% |
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