+123.9%
SBUX vs WTW
+198.0%
-74.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.5% | -0.5% |
| 7D | -5.5% | -5.7% | +0.2% | -3.1% |
| 30D | -8.5% | -7.3% | -1.2% | -5.6% |
| 3M | -2.9% | +21.5% | -24.4% | -11.2% |
| 6M | -1.5% | +9.6% | -11.2% | -6.6% |
| YTD | +19.4% | -3.3% | +22.7% | +19.0% |
| 1Y | +22.9% | -6.1% | +29.1% | +24.0% |
| 3Y | +11.3% | +61.8% | -50.5% | -17.1% |
| 5Y | -6.9% | +42.7% | -49.5% | -26.8% |
| All | +123.9% | +198.0% | -74.2% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 10y: compounded portfolio wealth divided by compounded WTW 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…
10y analysis · Full analysis span regression · 6 months rolling