-6.4%
SBUX vs APTV
-69.7%
+63.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.7% | -3.5% | -1.5% |
| 7D | -6.2% | -1.8% | -4.4% | -5.8% |
| 30D | -6.4% | -7.9% | +1.5% | -4.5% |
| 3M | +1.0% | -29.9% | +31.0% | +10.2% |
| 6M | -0.4% | -36.6% | +36.2% | +10.6% |
| YTD | +20.0% | -40.0% | +59.9% | +34.8% |
| 1Y | +22.8% | -44.0% | +66.8% | +40.9% |
| 3Y | +12.3% | -54.5% | +66.8% | +33.1% |
| 5Y | -6.4% | -68.8% | +62.4% | +22.0% |
| All | -6.4% | -69.7% | +63.3% | +22.0% |
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