+229.3%
APLD vs SBUX
+49.5%
+179.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.2% | -5.6% | -5.7% |
| 7D | +2.7% | +1.6% | +1.1% | +2.0% |
| 30D | -21.4% | +14.8% | -36.2% | -27.4% |
| 3M | -47.8% | -0.8% | -47.0% | -47.9% |
| 6M | -64.9% | +2.2% | -67.1% | -65.9% |
| YTD | -34.9% | +29.5% | -64.3% | -45.0% |
| 1Y | -30.7% | +27.0% | -57.8% | -41.2% |
| 3Y | +305.3% | +10.9% | +294.4% | +277.2% |
| All | +229.3% | +49.5% | +179.8% | +99.4% |
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