+98,562.3%
AAPL vs SBUX
+43,306.7%
+55,255.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.1% |
| 7D | +0.1% | -3.1% | +3.2% | +1.1% |
| 30D | +3.0% | -0.9% | +3.9% | +3.2% |
| 3M | +2.9% | +11.6% | -8.7% | -0.8% |
| 6M | +22.1% | +8.8% | +13.3% | +18.2% |
| YTD | +18.0% | +26.3% | -8.3% | +8.8% |
| 1Y | +33.9% | +23.1% | +10.8% | +24.0% |
| 3Y | +71.2% | +15.0% | +56.2% | +57.5% |
| 5Y | +112.6% | +0.4% | +112.2% | +102.2% |
| 10Y | +1,198.8% | +130.7% | +1,068.1% | +851.8% |
| All | +98,562.3% | +43,306.7% | +55,255.5% | +24,037.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling