+8.0%
SBUX vs APD
+12.1%
-4.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.0% | +1.8% | +3.0% |
| 7D | +4.8% | -1.6% | +6.4% | +5.5% |
| 30D | +20.6% | +10.6% | +10.0% | +15.9% |
| 3M | +4.3% | +2.5% | +1.7% | +3.2% |
| 6M | +5.5% | +6.0% | -0.4% | +2.7% |
| YTD | +32.3% | +28.4% | +3.9% | +18.0% |
| 1Y | +31.2% | +22.2% | +9.0% | +19.2% |
| 3Y | +14.8% | +26.6% | -11.8% | +0.9% |
| 5Y | +8.0% | +11.8% | -3.8% | -9.0% |
| All | +8.0% | +12.1% | -4.2% | -9.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling