-6.7%
SBUX vs WTW
+42.0%
-48.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.5% | -0.5% |
| 7D | -5.5% | -5.7% | +0.2% | -3.6% |
| 30D | -8.5% | -7.3% | -1.2% | -6.2% |
| 3M | -2.9% | +21.5% | -24.4% | -9.4% |
| 6M | -1.5% | +9.6% | -11.2% | -5.3% |
| YTD | +19.4% | -3.3% | +22.7% | +19.8% |
| 1Y | +22.9% | -6.1% | +29.1% | +24.6% |
| 3Y | +11.3% | +61.8% | -50.5% | -16.5% |
| All | -6.7% | +42.0% | -48.7% | -28.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling