+12.8%
SBUX vs APTV
-56.4%
+69.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.7% | +0.7% | -1.5% |
| 7D | -6.3% | -1.2% | -5.1% | -6.1% |
| 30D | -3.9% | -10.6% | +6.8% | -2.1% |
| 3M | +3.3% | -35.0% | +38.3% | +10.5% |
| 6M | +1.4% | -38.9% | +40.3% | +9.4% |
| YTD | +21.0% | -41.5% | +62.5% | +31.3% |
| 1Y | +22.4% | -45.8% | +68.2% | +34.9% |
| All | +12.8% | -56.4% | +69.2% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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