+44,521.2%
SBUX vs APA
+960.3%
+43,560.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.2% |
| 7D | +4.9% | -5.5% | +10.5% | +5.9% |
| 30D | +21.2% | -1.2% | +22.3% | +21.1% |
| 3M | +5.7% | +10.6% | -4.9% | +3.2% |
| 6M | +6.0% | +28.4% | -22.4% | +0.2% |
| YTD | +32.9% | +89.7% | -56.8% | +16.0% |
| 1Y | +33.3% | +90.6% | -57.3% | +16.0% |
| 3Y | +13.0% | +36.9% | -23.9% | +1.2% |
| 5Y | +8.8% | +83.2% | -74.4% | -11.3% |
| 10Y | +154.6% | -0.1% | +154.7% | +87.7% |
| All | +44,521.2% | +960.3% | +43,560.8% | +26,212.4% |
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