+42,678.7%
SBUX vs WST
+12,225.2%
+30,453.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -1.3% |
| 7D | +1.7% | -3.1% | +4.8% | +2.6% |
| 30D | +12.6% | +9.1% | +3.5% | +9.8% |
| 3M | +0.8% | +14.7% | -13.9% | -3.4% |
| 6M | +0.2% | +28.0% | -27.8% | -7.4% |
| YTD | +27.4% | +45.6% | -18.2% | +12.4% |
| 1Y | +31.5% | +45.7% | -14.2% | +15.8% |
| 3Y | +9.3% | +21.1% | -11.8% | -6.9% |
| 5Y | +1.5% | +0.3% | +1.2% | -10.4% |
| 10Y | +147.9% | +449.0% | -301.1% | +15.8% |
| All | +42,678.7% | +12,225.2% | +30,453.5% | +7,491.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling