-2.7%
SBUX vs W
-63.0%
+60.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.4% |
| 7D | -3.9% | +6.5% | -10.4% | -4.7% |
| 30D | -2.8% | -6.2% | +3.4% | -2.1% |
| 3M | +8.2% | +48.9% | -40.7% | +1.1% |
| 6M | +4.3% | +31.2% | -26.9% | -1.5% |
| YTD | +23.3% | -0.4% | +23.8% | +20.4% |
| 1Y | +24.3% | +14.8% | +9.5% | +17.8% |
| 3Y | +15.5% | +40.5% | -25.1% | -1.2% |
| 5Y | -2.7% | -62.1% | +59.4% | -19.0% |
| All | -2.7% | -63.0% | +60.3% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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