+10,731.5%
SBUX vs WAT
+12,173.3%
-1,441.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | +1.6% | +0.6% | +1.0% | +1.4% |
| 30D | +14.8% | +5.4% | +9.4% | +13.2% |
| 3M | -0.8% | +11.3% | -12.1% | -3.8% |
| 6M | +2.2% | +37.4% | -35.2% | -6.6% |
| YTD | +29.5% | +21.2% | +8.3% | +21.1% |
| 1Y | +27.0% | +21.3% | +5.7% | +18.8% |
| 3Y | +10.9% | +83.4% | -72.4% | -10.0% |
| 5Y | +7.4% | +29.0% | -21.5% | -5.1% |
| 10Y | +146.3% | +223.9% | -77.6% | +68.2% |
| All | +10,731.5% | +12,173.3% | -1,441.8% | +3,118.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling