+125.0%
SBUX vs WAT
+166.5%
-41.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.6% |
| 7D | -6.2% | -2.9% | -3.4% | -5.3% |
| 30D | -6.4% | -3.2% | -3.2% | -5.5% |
| 3M | +1.0% | +10.6% | -9.5% | -2.6% |
| 6M | -0.4% | +34.0% | -34.4% | -11.2% |
| YTD | +20.0% | +5.7% | +14.2% | +15.7% |
| 1Y | +22.8% | +37.1% | -14.3% | +7.1% |
| 3Y | +12.3% | +52.4% | -40.1% | -11.4% |
| 5Y | -6.4% | -4.4% | -2.0% | -11.7% |
| All | +125.0% | +166.5% | -41.5% | +40.1% |
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