+41,298.9%
SBUX vs GWW
+9,570.2%
+31,728.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.7% | +0.3% | -1.3% |
| 7D | -3.9% | -1.5% | -2.4% | -3.3% |
| 30D | -2.8% | +1.1% | -3.9% | -3.3% |
| 3M | +8.2% | -1.0% | +9.2% | +8.3% |
| 6M | +4.3% | +16.3% | -12.1% | -2.7% |
| YTD | +23.3% | +28.5% | -5.2% | +10.2% |
| 1Y | +24.3% | +30.3% | -6.0% | +10.3% |
| 3Y | +15.5% | +91.6% | -76.1% | -14.0% |
| 5Y | -2.7% | +224.0% | -226.7% | -42.9% |
| 10Y | +128.8% | +551.3% | -422.5% | -7.1% |
| All | +41,298.9% | +9,570.2% | +31,728.7% | +5,449.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling