+109.8%
AAPL vs SBUX
-4.5%
+114.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.7% | +0.4% |
| 7D | -3.0% | -6.3% | +3.3% | -0.7% |
| 30D | +2.3% | -3.9% | +6.2% | +3.6% |
| 3M | +8.6% | +3.3% | +5.3% | +7.1% |
| 6M | +21.6% | +1.4% | +20.1% | +20.1% |
| YTD | +16.3% | +21.0% | -4.6% | +7.5% |
| 1Y | +35.1% | +22.4% | +12.6% | +23.6% |
| 3Y | +79.4% | +13.2% | +66.1% | +65.7% |
| 5Y | +109.8% | -5.2% | +115.0% | +99.5% |
| All | +109.8% | -4.5% | +114.4% | +99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling