+506.6%
APP vs SBUX
+8.4%
+498.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -3.8% |
| 7D | +61.1% | +4.9% | +56.2% | +56.0% |
| 30D | +42.8% | +21.2% | +21.6% | +27.1% |
| 3M | +16.7% | +5.7% | +11.0% | +12.0% |
| 6M | -15.6% | +6.0% | -21.6% | -19.7% |
| YTD | -41.3% | +32.9% | -74.2% | -52.2% |
| 1Y | -39.3% | +33.3% | -72.6% | -51.0% |
| 3Y | +803.2% | +13.0% | +790.2% | +705.6% |
| 5Y | +313.2% | +8.8% | +304.3% | +221.1% |
| All | +506.6% | +8.4% | +498.2% | +358.2% |
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