+42,297.2%
SBUX vs BBWI
+779.9%
+41,517.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.1% | -2.0% |
| 7D | -3.1% | +1.5% | -4.6% | -3.6% |
| 30D | -0.9% | -5.2% | +4.3% | +0.1% |
| 3M | +11.6% | +11.1% | +0.5% | +7.3% |
| 6M | +8.8% | -13.4% | +22.2% | +10.1% |
| YTD | +26.3% | +0.1% | +26.2% | +22.2% |
| 1Y | +23.1% | -36.1% | +59.3% | +32.1% |
| 3Y | +15.0% | -44.1% | +59.1% | +21.3% |
| 5Y | +0.4% | -66.2% | +66.6% | +15.8% |
| 10Y | +130.7% | -54.8% | +185.5% | +99.2% |
| All | +42,297.2% | +779.9% | +41,517.3% | +11,883.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling