+7.3%
SBUX vs BWA
+27.4%
-20.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | +1.6% | +4.3% | -2.7% | +0.4% |
| 30D | +14.8% | -13.0% | +27.8% | +19.0% |
| 3M | -0.8% | -24.8% | +24.0% | +6.7% |
| 6M | +2.2% | -23.5% | +25.7% | +8.4% |
| YTD | +29.5% | +13.8% | +15.6% | +19.3% |
| 1Y | +27.0% | +13.4% | +13.6% | +17.1% |
| 3Y | +10.9% | +62.8% | -51.8% | -12.0% |
| All | +7.3% | +27.4% | -20.1% | -15.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling