+10.9%
SBUX vs WCN
+52.1%
-41.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.6% | +2.6% | -1.0% | +0.8% |
| 30D | +14.8% | +23.9% | -9.1% | +7.4% |
| 3M | -0.8% | +17.4% | -18.2% | -5.7% |
| 6M | +2.2% | +28.0% | -25.8% | -5.4% |
| YTD | +29.5% | +11.6% | +17.9% | +24.7% |
| 1Y | +27.0% | +16.9% | +10.2% | +20.6% |
| 3Y | +10.9% | +51.6% | -40.7% | -4.1% |
| All | +10.9% | +52.1% | -41.2% | -4.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling