+42,297.2%
SBUX vs APA
+900.1%
+41,397.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.2% | +1.9% | -0.7% |
| 7D | -3.1% | +0.5% | -3.7% | -3.2% |
| 30D | -0.9% | +23.4% | -24.3% | -4.7% |
| 3M | +11.6% | +12.7% | -1.1% | +8.6% |
| 6M | +8.8% | +39.4% | -30.6% | +1.1% |
| YTD | +26.3% | +79.0% | -52.6% | +11.9% |
| 1Y | +23.1% | +88.8% | -65.7% | +7.2% |
| 3Y | +15.0% | +6.4% | +8.6% | +7.9% |
| 5Y | +0.4% | +153.0% | -152.6% | -22.9% |
| 10Y | +130.7% | +7.5% | +123.1% | +67.4% |
| All | +42,297.2% | +900.1% | +41,397.2% | +25,279.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling