-32.7%
APP vs SBUX
+25.5%
-58.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.4% | -0.3% | -2.6% |
| 7D | +10.6% | +1.0% | +9.5% | +10.5% |
| 30D | +44.6% | +16.6% | +28.0% | +41.8% |
| 3M | +29.6% | -0.6% | +30.2% | +28.7% |
| 6M | -19.8% | +1.8% | -21.6% | -20.0% |
| YTD | -41.6% | +29.7% | -71.3% | -42.3% |
| 1Y | -32.7% | +26.1% | -58.7% | -34.0% |
| All | -32.7% | +25.5% | -58.2% | -34.0% |
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 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