+500.0%
APP vs SBUX
+3.9%
+496.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.7% | +10.6% | +10.3% |
| 7D | +71.2% | +1.7% | +69.5% | +68.8% |
| 30D | +39.1% | +12.6% | +26.4% | +29.1% |
| 3M | +16.5% | +0.8% | +15.7% | +15.0% |
| 6M | -16.6% | +0.2% | -16.7% | -18.1% |
| YTD | -41.9% | +27.4% | -69.4% | -51.5% |
| 1Y | -37.0% | +31.5% | -68.5% | -49.0% |
| 3Y | +892.4% | +9.3% | +883.2% | +800.8% |
| 5Y | +297.3% | +1.5% | +295.8% | +218.2% |
| All | +500.0% | +3.9% | +496.1% | +364.3% |
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