+944.2%
APH vs SBUX
+152.8%
+791.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | +0.4% | +0.2% | +0.2% | +0.5% |
| 30D | -8.0% | +19.1% | -27.1% | -14.6% |
| 3M | -5.0% | +3.6% | -8.6% | -6.7% |
| 6M | +29.9% | +5.1% | +24.8% | +26.3% |
| YTD | +18.0% | +32.9% | -14.9% | +3.4% |
| 1Y | +11.3% | +30.4% | -19.1% | -2.0% |
| 3Y | +274.9% | +13.0% | +262.0% | +238.2% |
| 5Y | +300.6% | +10.5% | +290.1% | +256.3% |
| All | +944.2% | +152.8% | +791.4% | +561.6% |
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