+930.0%
APH vs SBUX
+146.3%
+783.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.6% | -1.7% |
| 7D | +4.9% | +1.6% | +3.3% | +4.3% |
| 30D | -5.4% | +14.8% | -20.2% | -10.8% |
| 3M | -5.5% | -0.8% | -4.7% | -5.4% |
| 6M | +25.9% | +2.2% | +23.7% | +23.8% |
| YTD | +16.4% | +29.5% | -13.1% | +3.0% |
| 1Y | +16.5% | +27.0% | -10.5% | +3.7% |
| 3Y | +270.9% | +10.9% | +259.9% | +236.7% |
| 5Y | +289.5% | +7.4% | +282.1% | +250.6% |
| All | +930.0% | +146.3% | +783.7% | +559.5% |
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