+2,837.8%
SBUX vs WCC
+1,563.0%
+1,274.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.2% |
| 7D | +1.6% | +9.9% | -8.4% | -0.6% |
| 30D | +14.8% | -8.4% | +23.3% | +16.4% |
| 3M | -0.8% | -10.3% | +9.5% | +0.7% |
| 6M | +2.2% | -10.5% | +12.7% | +2.9% |
| YTD | +29.5% | +32.2% | -2.7% | +18.4% |
| 1Y | +27.0% | +25.5% | +1.5% | +17.4% |
| 3Y | +10.9% | +134.7% | -123.8% | -14.8% |
| 5Y | +7.4% | +139.9% | -132.5% | -20.6% |
| 10Y | +146.3% | +433.5% | -287.2% | +37.8% |
| All | +2,837.8% | +1,563.0% | +1,274.7% | +976.7% |
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