+18.5%
SBUX vs APD
+11.2%
+7.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.0% |
| 7D | -3.1% | -2.2% | -0.9% | -2.5% |
| 30D | -0.9% | +2.1% | -3.0% | -1.5% |
| 3M | +11.6% | +7.2% | +4.4% | +9.2% |
| 6M | +8.8% | +11.2% | -2.5% | +5.0% |
| YTD | +26.3% | +24.4% | +1.9% | +17.5% |
| 1Y | +23.1% | +6.7% | +16.5% | +20.3% |
| All | +18.5% | +11.2% | +7.3% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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