+2,710.7%
SBUX vs WTW
+1,094.8%
+1,615.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.6% | +1.6% | -0.5% |
| 7D | -6.3% | -7.1% | +0.8% | -3.5% |
| 30D | -3.9% | -8.5% | +4.7% | -0.5% |
| 3M | +3.3% | +20.6% | -17.3% | -4.6% |
| 6M | +1.4% | +7.2% | -5.8% | -2.6% |
| YTD | +21.0% | -3.9% | +24.8% | +20.6% |
| 1Y | +22.4% | -3.6% | +26.0% | +21.6% |
| 3Y | +13.2% | +60.7% | -47.5% | -11.0% |
| 5Y | -5.2% | +42.2% | -47.3% | -21.9% |
| 10Y | +128.3% | +195.5% | -67.1% | +37.2% |
| All | +2,710.7% | +1,094.8% | +1,615.9% | +1,137.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling