+145.0%
SBUX vs WAB
+266.7%
-121.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.7% | +0.1% |
| 7D | +1.6% | +5.1% | -3.5% | -0.2% |
| 30D | +14.8% | +4.0% | +10.8% | +13.1% |
| 3M | -0.8% | +0.1% | -0.9% | -1.0% |
| 6M | +2.2% | +12.8% | -10.6% | -3.1% |
| YTD | +29.5% | +40.1% | -10.6% | +12.8% |
| 1Y | +27.0% | +46.4% | -19.3% | +8.8% |
| 3Y | +10.9% | +167.4% | -156.4% | -24.6% |
| 5Y | +7.4% | +215.0% | -207.6% | -31.9% |
| All | +145.0% | +266.7% | -121.7% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 10y: compounded portfolio wealth divided by compounded WAB 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…
10y analysis · Full analysis span regression · 6 months rolling