+42,297.2%
SBUX vs WST
+10,380.5%
+31,916.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.0% |
| 7D | -3.1% | +0.7% | -3.9% | -3.4% |
| 30D | -0.9% | -3.1% | +2.3% | 0.0% |
| 3M | +11.6% | +7.2% | +4.4% | +9.1% |
| 6M | +8.8% | +36.8% | -28.0% | -1.8% |
| YTD | +26.3% | +23.8% | +2.5% | +17.0% |
| 1Y | +23.1% | +37.8% | -14.6% | +9.7% |
| 3Y | +15.0% | -15.9% | +30.8% | +10.2% |
| 5Y | +0.4% | -25.8% | +26.2% | -2.6% |
| 10Y | +130.7% | +319.6% | -188.9% | +17.2% |
| All | +42,297.2% | +10,380.5% | +31,916.8% | +7,806.9% |
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