+44,521.2%
SBUX vs APD
+3,340.2%
+41,181.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.3% |
| 7D | +4.9% | -0.2% | +5.2% | +5.1% |
| 30D | +21.2% | +11.0% | +10.1% | +16.0% |
| 3M | +5.7% | +2.0% | +3.7% | +4.7% |
| 6M | +6.0% | +7.1% | -1.0% | +2.4% |
| YTD | +32.9% | +29.8% | +3.2% | +17.6% |
| 1Y | +33.3% | +24.0% | +9.2% | +19.9% |
| 3Y | +13.0% | +27.2% | -14.1% | -1.7% |
| 5Y | +8.8% | +12.8% | -3.9% | -1.6% |
| 10Y | +154.6% | +185.0% | -30.4% | +52.7% |
| All | +44,521.2% | +3,340.2% | +41,181.0% | +10,801.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling