+13,663.0%
SBUX vs WAB
+4,353.8%
+9,309.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.0% |
| 7D | +1.0% | +7.9% | -6.9% | -1.4% |
| 30D | +16.6% | +4.9% | +11.7% | +14.7% |
| 3M | -0.6% | +1.8% | -2.4% | -1.3% |
| 6M | +1.8% | +12.0% | -10.1% | -2.6% |
| YTD | +29.7% | +41.3% | -11.6% | +14.9% |
| 1Y | +26.1% | +43.8% | -17.8% | +11.1% |
| 3Y | +10.3% | +171.1% | -160.8% | -21.3% |
| 5Y | +7.6% | +217.7% | -210.1% | -27.4% |
| 10Y | +146.7% | +272.3% | -125.6% | +47.3% |
| All | +13,663.0% | +4,353.8% | +9,309.2% | +3,779.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling