+10.5%
SBUX vs BBWI
-67.2%
+77.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | +0.2% | -7.7% | +7.9% | +1.7% |
| 30D | +19.1% | +24.8% | -5.7% | +14.1% |
| 3M | +3.6% | +16.2% | -12.6% | +0.2% |
| 6M | +5.1% | +15.8% | -10.7% | +0.9% |
| YTD | +32.9% | +11.4% | +21.4% | +27.0% |
| 1Y | +30.4% | +3.2% | +27.2% | +25.3% |
| 3Y | +13.0% | -23.5% | +36.5% | +10.5% |
| 5Y | +10.5% | -67.4% | +77.9% | +36.8% |
| All | +10.5% | -67.2% | +77.7% | +36.8% |
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