+7.3%
SBUX vs APTV
-77.5%
+84.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | +1.6% | -1.7% | +3.3% | +2.1% |
| 30D | +14.8% | -11.6% | +26.4% | +18.7% |
| 3M | -0.8% | -21.2% | +20.4% | +5.6% |
| 6M | +2.2% | -28.5% | +30.8% | +9.3% |
| YTD | +29.5% | -49.1% | +78.5% | +52.3% |
| 1Y | +27.0% | -52.2% | +79.2% | +52.4% |
| 3Y | +10.9% | -48.6% | +59.6% | +24.4% |
| All | +7.3% | -77.5% | +84.8% | +58.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling