+123.9%
SBUX vs BBWI
-55.0%
+178.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.4% | -6.9% | -1.6% |
| 7D | -5.5% | -4.8% | -0.7% | -4.7% |
| 30D | -8.5% | +3.5% | -11.9% | -9.3% |
| 3M | -2.9% | -0.3% | -2.6% | -3.6% |
| 6M | -1.5% | -5.4% | +3.8% | -2.1% |
| YTD | +19.4% | -4.7% | +24.1% | +17.9% |
| 1Y | +22.9% | -30.5% | +53.4% | +27.4% |
| 3Y | +11.3% | -44.3% | +55.6% | +16.3% |
| 5Y | -6.9% | -66.9% | +60.0% | +3.8% |
| All | +123.9% | -55.0% | +178.8% | +93.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling