+125.0%
SBUX vs WDAY
+114.2%
+10.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | -6.2% | -10.5% | +4.3% | -3.7% |
| 30D | -6.4% | +2.1% | -8.5% | -7.5% |
| 3M | +1.0% | +34.6% | -33.6% | -7.7% |
| 6M | -0.4% | +29.9% | -30.3% | -9.5% |
| YTD | +20.0% | -13.8% | +33.8% | +21.5% |
| 1Y | +22.8% | -18.3% | +41.0% | +25.4% |
| 3Y | +12.3% | -26.2% | +38.4% | +14.5% |
| 5Y | -6.4% | -30.8% | +24.4% | -6.1% |
| All | +125.0% | +114.2% | +10.8% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WDAY.
Daily Out/Under-Performance
Portfolio return minus WDAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDAY 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 WDAY 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