-6.4%
SBUX vs WWD
+187.1%
-193.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.6% | -0.4% |
| 7D | -6.2% | -2.9% | -3.4% | -5.4% |
| 30D | -6.4% | -6.6% | +0.2% | -4.6% |
| 3M | +1.0% | -9.3% | +10.4% | +3.1% |
| 6M | -0.4% | -13.6% | +13.2% | +2.6% |
| YTD | +20.0% | +10.4% | +9.6% | +13.0% |
| 1Y | +22.8% | +39.9% | -17.1% | +5.5% |
| 3Y | +12.3% | +165.0% | -152.8% | -27.0% |
| 5Y | -6.4% | +183.8% | -190.2% | -43.0% |
| All | -6.4% | +187.1% | -193.5% | -43.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling