+18,792.1%
SBUX vs BWA
+3,492.4%
+15,299.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.0% | -2.2% |
| 7D | -3.1% | +5.7% | -8.8% | -4.9% |
| 30D | -0.9% | +1.4% | -2.3% | -1.5% |
| 3M | +11.6% | -12.1% | +23.7% | +15.4% |
| 6M | +8.8% | +28.6% | -19.8% | -1.3% |
| YTD | +26.3% | +51.1% | -24.8% | +7.6% |
| 1Y | +23.1% | +55.9% | -32.7% | +3.6% |
| 3Y | +15.0% | +70.1% | -55.2% | -8.7% |
| 5Y | +0.4% | +90.7% | -90.3% | -24.9% |
| 10Y | +130.7% | +154.0% | -23.3% | +44.8% |
| All | +18,792.1% | +3,492.4% | +15,299.7% | +4,550.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling