+87,492.6%
APH vs SBUX
+43,306.7%
+44,185.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.7% | -46.1% | -47.3% |
| 7D | -48.7% | -2.6% | -46.1% | -48.1% |
| 30D | -51.9% | -0.9% | -51.1% | -51.6% |
| 3M | -43.6% | +11.6% | -55.2% | -45.1% |
| 6M | -37.5% | +8.8% | -46.3% | -38.9% |
| YTD | -38.6% | +26.3% | -65.0% | -42.5% |
| 1Y | -26.3% | +23.1% | -49.5% | -30.7% |
| 3Y | +89.2% | +15.0% | +74.2% | +76.7% |
| 5Y | +119.8% | +0.4% | +119.4% | +111.4% |
| 10Y | +454.3% | +130.7% | +323.6% | +327.3% |
| All | +87,492.6% | +43,306.7% | +44,185.9% | +31,470.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling