+15.5%
SBUX vs APA
+9.3%
+6.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.2% | -2.6% |
| 7D | -3.9% | -1.7% | -2.2% | -3.7% |
| 30D | -2.8% | +15.7% | -18.6% | -4.9% |
| 3M | +8.2% | +16.5% | -8.3% | +5.6% |
| 6M | +4.3% | +35.1% | -30.8% | -1.9% |
| YTD | +23.3% | +82.2% | -58.9% | +9.3% |
| 1Y | +24.3% | +102.5% | -78.2% | +6.9% |
| 3Y | +15.5% | +10.3% | +5.1% | -5.8% |
| All | +15.5% | +9.3% | +6.1% | -5.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling