+145.0%
SBUX vs WAT
+222.4%
-77.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | +1.6% | +0.6% | +1.0% | +1.4% |
| 30D | +14.8% | +5.4% | +9.4% | +12.8% |
| 3M | -0.8% | +11.3% | -12.1% | -4.6% |
| 6M | +2.2% | +37.4% | -35.2% | -9.0% |
| YTD | +29.5% | +21.2% | +8.3% | +19.0% |
| 1Y | +27.0% | +21.3% | +5.7% | +16.6% |
| 3Y | +10.9% | +83.4% | -72.4% | -18.4% |
| 5Y | +7.4% | +29.0% | -21.5% | -9.9% |
| All | +145.0% | +222.4% | -77.5% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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