+355.9%
APH vs SBUX
+0.4%
+355.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.1% | +1.3% |
| 7D | +5.0% | -3.1% | +8.1% | +6.1% |
| 30D | -3.9% | -0.9% | -3.0% | -3.6% |
| 3M | +13.0% | +11.6% | +1.4% | +8.6% |
| 6M | +25.2% | +8.8% | +16.4% | +21.0% |
| YTD | +22.9% | +26.3% | -3.4% | +12.6% |
| 1Y | +47.8% | +23.1% | +24.7% | +35.9% |
| 3Y | +283.0% | +15.0% | +268.1% | +253.8% |
| All | +355.9% | +0.4% | +355.5% | +330.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling