+4.0%
SBUX vs WST
-2.2%
+6.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -1.0% |
| 7D | +1.7% | -3.1% | +4.8% | +2.3% |
| 30D | +12.6% | +9.1% | +3.5% | +10.9% |
| 3M | +0.8% | +14.7% | -13.9% | -1.7% |
| 6M | +0.2% | +28.0% | -27.8% | -4.5% |
| YTD | +27.4% | +45.6% | -18.2% | +18.1% |
| 1Y | +31.5% | +45.7% | -14.2% | +21.8% |
| 3Y | +9.3% | +21.1% | -11.8% | -1.5% |
| All | +4.0% | -2.2% | +6.2% | +0.6% |
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