-55.4%
APP vs SBUX
+38.6%
-93.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.7% | +6.0% | +10.0% |
| 7D | +4.5% | +6.3% | -1.8% | +3.8% |
| 30D | -3.6% | +16.2% | -19.8% | -4.9% |
| 3M | -35.3% | +5.1% | -40.4% | -35.8% |
| 6M | -42.8% | +5.7% | -48.5% | -43.1% |
| YTD | -59.7% | +32.6% | -92.3% | -59.4% |
| 1Y | -55.4% | +41.3% | -96.7% | -53.6% |
| All | -55.4% | +38.6% | -93.9% | -53.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling