+16.4%
APH vs SBUX
+38.6%
-22.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +4.7% | -10.9% | -6.8% |
| 7D | -2.4% | +6.3% | -8.7% | -3.3% |
| 30D | -9.5% | +16.2% | -25.6% | -11.8% |
| 3M | -7.6% | +5.1% | -12.7% | -7.9% |
| 6M | +12.4% | +5.7% | +6.7% | +11.6% |
| YTD | +17.5% | +32.6% | -15.1% | +12.3% |
| 1Y | +16.4% | +41.3% | -24.9% | +9.8% |
| All | +16.4% | +38.6% | -22.2% | +9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling