+10,499.3%
SBUX vs NTAP
+23,420.6%
-12,921.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | -3.1% | -0.8% | -2.4% | -3.0% |
| 30D | -0.9% | -0.5% | -0.3% | -0.9% |
| 3M | +11.6% | +4.1% | +7.5% | +10.2% |
| 6M | +8.8% | +88.0% | -79.2% | -5.0% |
| YTD | +26.3% | +75.6% | -49.3% | +11.5% |
| 1Y | +23.1% | +58.9% | -35.8% | +10.6% |
| 3Y | +15.0% | +153.6% | -138.6% | -7.1% |
| 5Y | +0.4% | +127.6% | -127.3% | -17.7% |
| 10Y | +130.7% | +580.4% | -449.7% | +48.8% |
| All | +10,499.3% | +23,420.6% | -12,921.3% | +2,488.3% |
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