+282.2%
APH vs SBUX
+1.8%
+280.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.7% | +4.8% | +4.3% |
| 7D | -5.9% | +1.7% | -7.6% | -6.5% |
| 30D | -14.8% | +12.6% | -27.4% | -18.3% |
| 3M | -12.4% | +0.8% | -13.2% | -12.9% |
| 6M | +8.1% | +0.2% | +7.9% | +7.4% |
| YTD | +10.9% | +27.4% | -16.5% | +1.1% |
| 1Y | +8.8% | +31.5% | -22.7% | -2.2% |
| 3Y | +262.1% | +9.3% | +252.8% | +244.3% |
| All | +282.2% | +1.8% | +280.3% | +272.1% |
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