+1,472.1%
SBUX vs SW
+755.0%
+717.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.5% | -1.4% |
| 7D | -3.1% | -5.1% | +2.0% | -2.8% |
| 30D | -0.9% | -4.6% | +3.7% | -0.6% |
| 3M | +11.6% | +9.4% | +2.2% | +10.9% |
| 6M | +8.8% | +3.5% | +5.3% | +8.3% |
| YTD | +26.3% | +22.0% | +4.3% | +24.5% |
| 1Y | +23.1% | +2.2% | +20.9% | +22.4% |
| 3Y | +15.0% | +19.6% | -4.6% | +13.0% |
| 5Y | +0.4% | -2.3% | +2.7% | -1.7% |
| 10Y | +130.7% | +181.4% | -50.7% | +119.4% |
| All | +1,472.1% | +755.0% | +717.1% | +1,360.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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