+543.1%
SBUX vs APTV
+180.9%
+362.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.6% | +2.3% | -1.0% |
| 7D | -3.9% | +2.0% | -5.9% | -4.5% |
| 30D | -2.8% | -7.7% | +4.9% | -0.6% |
| 3M | +8.2% | -34.0% | +42.2% | +21.2% |
| 6M | +4.3% | -37.1% | +41.3% | +17.1% |
| YTD | +23.3% | -39.9% | +63.2% | +39.8% |
| 1Y | +24.3% | -44.4% | +68.7% | +44.4% |
| 3Y | +15.5% | -54.5% | +69.9% | +37.1% |
| 5Y | -2.7% | -69.1% | +66.4% | +26.8% |
| 10Y | +128.8% | -20.0% | +148.8% | +97.2% |
| All | +543.1% | +180.9% | +362.2% | +285.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling