-5.2%
SBUX vs WCC
+228.2%
-233.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.6% |
| 7D | -6.3% | +6.8% | -13.1% | -7.7% |
| 30D | -3.9% | -3.0% | -0.8% | -3.3% |
| 3M | +3.3% | +0.2% | +3.1% | +2.4% |
| 6M | +1.4% | +33.2% | -31.7% | -7.0% |
| YTD | +21.0% | +45.8% | -24.9% | +8.0% |
| 1Y | +22.4% | +68.4% | -46.0% | +4.6% |
| 3Y | +13.2% | +131.1% | -117.9% | -15.5% |
| 5Y | -5.2% | +225.6% | -230.8% | -39.3% |
| All | -5.2% | +228.2% | -233.4% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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