+278.0%
APH vs SBUX
+14.9%
+263.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.0% |
| 7D | -5.0% | +4.9% | -10.0% | -6.0% |
| 30D | -8.4% | +21.2% | -29.5% | -12.3% |
| 3M | -4.5% | +5.7% | -10.2% | -5.7% |
| 6M | +25.3% | +6.0% | +19.3% | +23.4% |
| YTD | +18.9% | +32.9% | -14.0% | +10.9% |
| 1Y | +11.9% | +33.3% | -21.3% | +4.2% |
| 3Y | +278.0% | +13.0% | +264.9% | +282.3% |
| All | +278.0% | +14.9% | +263.0% | +282.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling