-5.2%
SBUX vs BWA
+89.5%
-94.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.5% |
| 7D | -6.3% | +0.1% | -6.4% | -6.3% |
| 30D | -3.9% | -5.6% | +1.7% | -2.5% |
| 3M | +3.3% | -10.7% | +14.0% | +6.1% |
| 6M | +1.4% | +23.2% | -21.7% | -6.1% |
| YTD | +21.0% | +46.0% | -25.0% | +4.8% |
| 1Y | +22.4% | +51.2% | -28.8% | +4.7% |
| 3Y | +13.2% | +69.6% | -56.3% | -9.7% |
| 5Y | -5.2% | +86.6% | -91.8% | -31.9% |
| All | -5.2% | +89.5% | -94.7% | -31.9% |
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