+43,351.9%
SBUX vs APA
+1,038.4%
+42,313.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.5% |
| 7D | +1.6% | +8.5% | -7.0% | +0.1% |
| 30D | +14.8% | +2.8% | +12.0% | +13.9% |
| 3M | -0.8% | +21.7% | -22.5% | -4.7% |
| 6M | +2.2% | +32.6% | -30.4% | -3.9% |
| YTD | +29.5% | +103.7% | -74.2% | +11.5% |
| 1Y | +27.0% | +101.8% | -74.8% | +9.4% |
| 3Y | +10.9% | +48.1% | -37.1% | -2.1% |
| 5Y | +7.4% | +91.9% | -84.5% | -13.1% |
| 10Y | +146.3% | +8.4% | +137.9% | +78.9% |
| All | +43,351.9% | +1,038.4% | +42,313.6% | +25,200.2% |
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 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