+125.0%
SBUX vs BWA
+153.1%
-28.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.0% |
| 7D | -6.2% | -0.1% | -6.2% | -6.2% |
| 30D | -6.4% | -5.5% | -1.0% | -5.0% |
| 3M | +1.0% | -7.6% | +8.7% | +2.9% |
| 6M | -0.4% | +25.0% | -25.4% | -8.3% |
| YTD | +20.0% | +47.0% | -27.0% | +3.9% |
| 1Y | +22.8% | +54.0% | -31.2% | +4.5% |
| 3Y | +12.3% | +70.7% | -58.4% | -10.2% |
| 5Y | -6.4% | +86.7% | -93.1% | -29.4% |
| All | +125.0% | +153.1% | -28.1% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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