+285.6%
APH vs SBUX
+15.5%
+270.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.1% | +1.2% |
| 7D | +5.0% | -3.1% | +8.1% | +5.7% |
| 30D | -3.9% | -0.9% | -3.0% | -3.7% |
| 3M | +13.0% | +11.6% | +1.4% | +9.9% |
| 6M | +25.2% | +8.8% | +16.4% | +22.2% |
| YTD | +22.9% | +26.3% | -3.4% | +16.0% |
| 1Y | +47.8% | +23.1% | +24.7% | +39.8% |
| All | +285.6% | +15.5% | +270.1% | +272.3% |
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