-5.2%
SBUX vs BBWI
-68.8%
+63.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.3% | +4.4% | -0.7% |
| 7D | -6.3% | -4.4% | -1.8% | -5.5% |
| 30D | -3.9% | -7.4% | +3.5% | -2.7% |
| 3M | +3.3% | -2.2% | +5.5% | +2.9% |
| 6M | +1.4% | -16.3% | +17.7% | +3.3% |
| YTD | +21.0% | -9.1% | +30.1% | +20.4% |
| 1Y | +22.4% | -34.5% | +56.9% | +29.4% |
| 3Y | +13.2% | -47.0% | +60.2% | +19.8% |
| 5Y | -5.2% | -68.8% | +63.7% | +15.3% |
| All | -5.2% | -68.8% | +63.6% | +15.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling