+123.9%
SBUX vs WWD
+498.2%
-374.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.8% | -0.9% |
| 7D | -5.5% | -2.6% | -2.9% | -4.6% |
| 30D | -8.5% | -6.9% | -1.5% | -6.3% |
| 3M | -2.9% | -13.0% | +10.1% | +0.9% |
| 6M | -1.5% | -12.5% | +10.9% | +1.4% |
| YTD | +19.4% | +11.8% | +7.5% | +12.1% |
| 1Y | +22.9% | +41.1% | -18.1% | +5.5% |
| 3Y | +11.3% | +163.1% | -151.8% | -26.0% |
| 5Y | -6.9% | +187.6% | -194.5% | -41.5% |
| All | +123.9% | +498.2% | -374.3% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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