-2.7%
SBUX vs WST
-25.8%
+23.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.2% |
| 7D | -3.9% | -0.3% | -3.6% | -3.9% |
| 30D | -2.8% | -4.6% | +1.8% | -2.0% |
| 3M | +8.2% | +5.7% | +2.5% | +7.0% |
| 6M | +4.3% | +37.6% | -33.3% | -1.9% |
| YTD | +23.3% | +23.0% | +0.3% | +18.1% |
| 1Y | +24.3% | +33.8% | -9.5% | +16.8% |
| 3Y | +15.5% | -13.4% | +28.8% | +13.5% |
| 5Y | -2.7% | -27.0% | +24.2% | -5.7% |
| All | -2.7% | -25.8% | +23.1% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 5y: compounded portfolio wealth divided by compounded WST 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…
5y analysis · Full analysis span regression · 6 months rolling