+145.0%
SBUX vs BBWI
-47.4%
+192.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.6% | -0.4% |
| 7D | +1.6% | +0.1% | +1.4% | +1.6% |
| 30D | +14.8% | +12.9% | +1.9% | +12.3% |
| 3M | -0.8% | +16.0% | -16.8% | -3.9% |
| 6M | +2.2% | +16.6% | -14.4% | -1.8% |
| YTD | +29.5% | +9.7% | +19.7% | +24.3% |
| 1Y | +27.0% | +1.5% | +25.5% | +22.6% |
| 3Y | +10.9% | -21.4% | +32.3% | +8.6% |
| 5Y | +7.4% | -67.6% | +75.0% | +20.0% |
| All | +145.0% | -47.4% | +192.4% | +103.4% |
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