+4,748.6%
SBUX vs WCN
+6,839.3%
-2,090.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -0.9% |
| 7D | -3.1% | -0.6% | -2.5% | -3.0% |
| 30D | -0.9% | +0.4% | -1.3% | -1.0% |
| 3M | +11.6% | +7.3% | +4.3% | +9.2% |
| 6M | +8.8% | -2.5% | +11.3% | +9.2% |
| YTD | +26.3% | -5.4% | +31.7% | +27.7% |
| 1Y | +23.1% | -8.5% | +31.6% | +25.5% |
| 3Y | +15.0% | +20.8% | -5.8% | +7.6% |
| 5Y | +0.4% | +30.0% | -29.7% | -8.3% |
| 10Y | +130.7% | +238.4% | -107.7% | +65.0% |
| All | +4,748.6% | +6,839.3% | -2,090.7% | +1,910.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling