+43,351.9%
SBUX vs BBWI
+864.7%
+42,487.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.6% | -0.6% |
| 7D | +1.6% | +0.1% | +1.4% | +1.5% |
| 30D | +14.8% | +12.9% | +1.9% | +11.1% |
| 3M | -0.8% | +16.0% | -16.8% | -5.4% |
| 6M | +2.2% | +16.6% | -14.4% | -3.8% |
| YTD | +29.5% | +9.7% | +19.7% | +21.7% |
| 1Y | +27.0% | +1.5% | +25.5% | +20.0% |
| 3Y | +10.9% | -21.4% | +32.3% | +6.3% |
| 5Y | +7.4% | -67.6% | +75.0% | +25.3% |
| 10Y | +146.3% | -46.8% | +193.1% | +102.1% |
| All | +43,351.9% | +864.7% | +42,487.2% | +11,828.4% |
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 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