+877.5%
APP vs SBUX
+13.4%
+864.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.4% |
| 7D | +48.9% | +0.2% | +48.8% | +48.4% |
| 30D | +49.4% | +19.1% | +30.4% | +39.6% |
| 3M | +27.0% | +3.6% | +23.4% | +24.8% |
| 6M | -15.4% | +5.1% | -20.5% | -17.7% |
| YTD | -39.9% | +32.9% | -72.8% | -47.4% |
| 1Y | -32.0% | +30.4% | -62.4% | -40.1% |
| All | +877.5% | +13.4% | +864.1% | +754.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling