+2,766.5%
SBUX vs WCC
+1,713.7%
+1,052.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.9% | -5.1% | -2.1% |
| 7D | -3.1% | +4.5% | -7.6% | -4.1% |
| 30D | -0.9% | -5.8% | +4.9% | +0.3% |
| 3M | +11.6% | -3.7% | +15.3% | +11.6% |
| 6M | +8.8% | +23.1% | -14.3% | +2.2% |
| YTD | +26.3% | +44.2% | -17.8% | +14.2% |
| 1Y | +23.1% | +62.1% | -39.0% | +7.7% |
| 3Y | +15.0% | +121.1% | -106.2% | -9.8% |
| 5Y | +0.4% | +214.0% | -213.6% | -29.7% |
| 10Y | +130.7% | +472.8% | -342.1% | +27.7% |
| All | +2,766.5% | +1,713.7% | +1,052.7% | +938.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling