+123.9%
SBUX vs WCN
+235.9%
-112.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -5.5% | -3.1% | -2.4% | -3.9% |
| 30D | -8.5% | -3.4% | -5.1% | -6.8% |
| 3M | -2.9% | +3.0% | -5.9% | -4.7% |
| 6M | -1.5% | -3.8% | +2.2% | -0.2% |
| YTD | +19.4% | -8.3% | +27.7% | +23.8% |
| 1Y | +22.9% | -9.7% | +32.7% | +28.3% |
| 3Y | +11.3% | +17.2% | -5.9% | -2.8% |
| 5Y | -6.9% | +25.3% | -32.1% | -23.6% |
| All | +123.9% | +235.9% | -112.0% | +18.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling