+42,297.2%
SBUX vs GAP
+814.0%
+41,483.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.4% |
| 7D | -3.1% | -4.5% | +1.3% | -2.1% |
| 30D | -0.9% | +9.0% | -9.9% | -3.2% |
| 3M | +11.6% | +5.0% | +6.6% | +9.7% |
| 6M | +8.8% | -17.8% | +26.6% | +12.0% |
| YTD | +26.3% | -10.4% | +36.7% | +27.1% |
| 1Y | +23.1% | -3.4% | +26.5% | +21.2% |
| 3Y | +15.0% | +111.5% | -96.5% | -13.0% |
| 5Y | +0.4% | +8.8% | -8.5% | -16.4% |
| 10Y | +130.7% | +32.9% | +97.8% | +53.3% |
| All | +42,297.2% | +814.0% | +41,483.3% | +14,364.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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