+22.9%
SBUX vs WDAY
-18.1%
+41.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | -5.5% | -5.2% | -0.3% | -5.4% |
| 30D | -8.5% | +5.9% | -14.4% | -8.5% |
| 3M | -2.9% | +42.3% | -45.2% | -3.9% |
| 6M | -1.5% | +34.7% | -36.3% | -2.2% |
| YTD | +19.4% | -13.5% | +32.9% | +21.8% |
| 1Y | +22.9% | -18.1% | +41.0% | +25.5% |
| All | +22.9% | -18.1% | +41.1% | +25.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling