+109,409.9%
AAPL vs SBUX
+44,466.0%
+64,943.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +0.6% |
| 7D | +3.2% | +1.0% | +2.2% | +2.8% |
| 30D | +4.1% | +16.6% | -12.5% | -0.9% |
| 3M | +17.5% | -0.6% | +18.1% | +17.5% |
| 6M | +20.6% | +1.8% | +18.8% | +19.4% |
| YTD | +31.0% | +29.7% | +1.3% | +19.6% |
| 1Y | +30.2% | +26.1% | +4.2% | +19.8% |
| 3Y | +92.9% | +10.3% | +82.6% | +79.9% |
| 5Y | +142.4% | +7.6% | +134.8% | +125.6% |
| 10Y | +1,324.9% | +146.7% | +1,178.2% | +922.2% |
| All | +109,409.9% | +44,466.0% | +64,943.9% | +26,431.1% |
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