+42,297.2%
SBUX vs APD
+3,197.6%
+39,099.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -0.9% |
| 7D | -3.1% | -2.2% | -0.9% | -2.2% |
| 30D | -0.9% | +2.1% | -3.0% | -1.8% |
| 3M | +11.6% | +7.2% | +4.4% | +7.8% |
| 6M | +8.8% | +11.2% | -2.5% | +3.2% |
| YTD | +26.3% | +24.4% | +1.9% | +13.8% |
| 1Y | +23.1% | +6.7% | +16.5% | +17.7% |
| 3Y | +15.0% | +9.2% | +5.7% | +6.2% |
| 5Y | +0.4% | +27.4% | -27.0% | -14.0% |
| 10Y | +130.7% | +164.8% | -34.1% | +42.6% |
| All | +42,297.2% | +3,197.6% | +39,099.6% | +10,447.4% |
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