-26.3%
APH vs SBUX
+22.9%
-49.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.7% | -46.1% | -47.2% |
| 7D | -48.7% | -2.6% | -46.1% | -48.1% |
| 30D | -51.9% | -0.9% | -51.1% | -51.5% |
| 3M | -43.6% | +11.6% | -55.2% | -44.5% |
| 6M | -37.5% | +8.8% | -46.3% | -38.8% |
| YTD | -38.6% | +26.3% | -65.0% | -40.2% |
| 1Y | -26.3% | +23.1% | -49.5% | -29.4% |
| All | -26.3% | +22.9% | -49.2% | -29.4% |
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