+44,521.2%
SBUX vs WST
+12,617.9%
+31,903.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +4.9% | +1.4% | +3.6% | +4.5% |
| 30D | +21.2% | +12.7% | +8.4% | +16.9% |
| 3M | +5.7% | +17.2% | -11.5% | +0.6% |
| 6M | +6.0% | +26.7% | -20.7% | -1.7% |
| YTD | +32.9% | +50.3% | -17.4% | +16.1% |
| 1Y | +33.3% | +50.2% | -16.9% | +16.4% |
| 3Y | +13.0% | +21.7% | -8.7% | -3.6% |
| 5Y | +8.8% | +2.0% | +6.8% | -4.3% |
| 10Y | +154.6% | +451.1% | -296.5% | +19.0% |
| All | +44,521.2% | +12,617.9% | +31,903.2% | +7,745.7% |
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