+391.7%
APP vs SBUX
+3.0%
+388.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.3% | +3.5% | +3.0% |
| 7D | +0.9% | -3.1% | +4.0% | +2.8% |
| 30D | -23.3% | -0.9% | -22.4% | -23.0% |
| 3M | -42.6% | +11.6% | -54.3% | -46.9% |
| 6M | -33.6% | +8.8% | -42.4% | -38.1% |
| YTD | -52.4% | +26.3% | -78.7% | -59.9% |
| 1Y | -35.9% | +23.1% | -59.0% | -45.4% |
| 3Y | +642.2% | +15.0% | +627.3% | +543.4% |
| 5Y | +311.1% | +0.4% | +310.7% | +231.7% |
| All | +391.7% | +3.0% | +388.7% | +284.5% |
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