+180,571.0%
APH vs SBUX
+45,558.7%
+135,012.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | +0.4% | +0.2% | +0.2% | +0.4% |
| 30D | -8.0% | +19.1% | -27.1% | -12.4% |
| 3M | -5.0% | +3.6% | -8.6% | -6.1% |
| 6M | +29.9% | +5.1% | +24.8% | +27.6% |
| YTD | +18.0% | +32.9% | -14.9% | +8.4% |
| 1Y | +11.3% | +30.4% | -19.1% | +2.6% |
| 3Y | +274.9% | +13.0% | +262.0% | +250.2% |
| 5Y | +300.6% | +10.5% | +290.1% | +273.4% |
| 10Y | +944.2% | +152.8% | +791.4% | +681.2% |
| All | +180,571.0% | +45,558.7% | +135,012.3% | +63,705.6% |
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