+128.3%
SBUX vs APA
-1.1%
+129.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.0% | -4.9% | -2.4% |
| 7D | -6.3% | +0.3% | -6.6% | -6.3% |
| 30D | -3.9% | +9.3% | -13.2% | -5.2% |
| 3M | +3.3% | +23.3% | -20.1% | -0.3% |
| 6M | +1.4% | +39.5% | -38.0% | -4.6% |
| YTD | +21.0% | +87.6% | -66.7% | +8.4% |
| 1Y | +22.4% | +114.2% | -91.8% | +6.8% |
| 3Y | +13.2% | +13.6% | -0.3% | +5.8% |
| 5Y | -5.2% | +175.6% | -180.8% | -24.6% |
| 10Y | +128.3% | -2.6% | +131.0% | +58.2% |
| All | +128.3% | -1.1% | +129.5% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 10y: compounded portfolio wealth divided by compounded APA 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…
10y analysis · Full analysis span regression · 6 months rolling