-6.4%
SBUX vs GWW
+219.8%
-226.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | -6.2% | -3.1% | -3.1% | -5.1% |
| 30D | -6.4% | -2.3% | -4.1% | -5.6% |
| 3M | +1.0% | -3.3% | +4.4% | +2.0% |
| 6M | -0.4% | +15.4% | -15.8% | -6.3% |
| YTD | +20.0% | +26.7% | -6.8% | +8.6% |
| 1Y | +22.8% | +29.0% | -6.2% | +10.3% |
| 3Y | +12.3% | +89.0% | -76.7% | -14.0% |
| 5Y | -6.4% | +221.8% | -228.2% | -37.9% |
| All | -6.4% | +219.8% | -226.2% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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