+18,792.1%
SBUX vs WWD
+15,408.5%
+3,383.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.3% | -1.6% |
| 7D | -3.1% | +1.3% | -4.4% | -3.5% |
| 30D | -0.9% | -7.2% | +6.3% | +1.3% |
| 3M | +11.6% | -3.8% | +15.4% | +12.0% |
| 6M | +8.8% | -9.9% | +18.7% | +10.8% |
| YTD | +26.3% | +14.8% | +11.5% | +19.0% |
| 1Y | +23.1% | +42.1% | -18.9% | +8.0% |
| 3Y | +15.0% | +170.8% | -155.8% | -18.9% |
| 5Y | +0.4% | +197.5% | -197.2% | -32.2% |
| 10Y | +130.7% | +477.8% | -347.1% | +20.0% |
| All | +18,792.1% | +15,408.5% | +3,383.5% | +4,882.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling