+955.2%
APH vs SBUX
+149.6%
+805.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.1% |
| 7D | -5.0% | +4.9% | -10.0% | -6.9% |
| 30D | -8.4% | +21.2% | -29.5% | -15.5% |
| 3M | -4.5% | +5.7% | -10.2% | -6.9% |
| 6M | +25.3% | +6.0% | +19.3% | +21.4% |
| YTD | +18.9% | +32.9% | -14.0% | +4.2% |
| 1Y | +11.9% | +33.3% | -21.3% | -2.4% |
| 3Y | +278.0% | +13.0% | +264.9% | +240.9% |
| 5Y | +306.4% | +8.8% | +297.6% | +264.4% |
| 10Y | +955.2% | +154.6% | +800.6% | +571.6% |
| All | +955.2% | +149.6% | +805.5% | +571.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling