+10,763.0%
SBUX vs NTAP
+22,937.7%
-12,174.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.4% | +0.3% |
| 7D | +1.6% | +7.2% | -5.6% | +0.2% |
| 30D | +14.8% | -18.4% | +33.2% | +18.8% |
| 3M | -0.8% | -11.3% | +10.5% | +0.7% |
| 6M | +2.2% | +53.8% | -51.5% | -7.7% |
| YTD | +29.5% | +72.0% | -42.5% | +13.9% |
| 1Y | +27.0% | +68.0% | -41.0% | +12.2% |
| 3Y | +10.9% | +149.5% | -138.5% | -10.7% |
| 5Y | +7.4% | +125.6% | -118.2% | -12.3% |
| 10Y | +146.3% | +583.1% | -436.8% | +57.8% |
| All | +10,763.0% | +22,937.7% | -12,174.7% | +2,544.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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