+4,634.5%
SBUX vs WCN
+6,767.3%
-2,132.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.3% | -2.1% |
| 7D | -3.9% | -0.4% | -3.5% | -3.8% |
| 30D | -2.8% | -2.1% | -0.7% | -2.2% |
| 3M | +8.2% | +6.4% | +1.8% | +6.1% |
| 6M | +4.3% | -3.7% | +7.9% | +5.0% |
| YTD | +23.3% | -6.4% | +29.7% | +25.1% |
| 1Y | +24.3% | -7.9% | +32.2% | +26.5% |
| 3Y | +15.5% | +20.8% | -5.3% | +8.1% |
| 5Y | -2.7% | +29.0% | -31.7% | -10.9% |
| 10Y | +128.8% | +236.4% | -107.5% | +64.0% |
| All | +4,634.5% | +6,767.3% | -2,132.9% | +1,868.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded WCN 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling