+19,262.0%
SBUX vs WWD
+14,675.7%
+4,586.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | +1.6% | +4.0% | -2.4% | +0.4% |
| 30D | +14.8% | +0.4% | +14.4% | +14.4% |
| 3M | -0.8% | -7.9% | +7.1% | +1.2% |
| 6M | +2.2% | -10.6% | +12.9% | +4.4% |
| YTD | +29.5% | +9.4% | +20.1% | +23.3% |
| 1Y | +27.0% | +25.7% | +1.3% | +15.5% |
| 3Y | +10.9% | +148.5% | -137.6% | -19.9% |
| 5Y | +7.4% | +189.5% | -182.1% | -27.1% |
| 10Y | +146.3% | +451.8% | -305.5% | +29.5% |
| All | +19,262.0% | +14,675.7% | +4,586.3% | +5,062.2% |
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