+125.0%
SBUX vs WEC
+146.6%
-21.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | -0.1% | -0.5% |
| 7D | -6.2% | -1.3% | -5.0% | -5.8% |
| 30D | -6.4% | -0.4% | -6.1% | -6.4% |
| 3M | +1.0% | -6.8% | +7.8% | +3.6% |
| 6M | -0.4% | -6.4% | +6.0% | +1.7% |
| YTD | +20.0% | +2.5% | +17.5% | +18.3% |
| 1Y | +22.8% | -0.4% | +23.2% | +22.2% |
| 3Y | +12.3% | +38.5% | -26.2% | -2.4% |
| 5Y | -6.4% | +31.7% | -38.1% | -17.8% |
| All | +125.0% | +146.6% | -21.6% | +68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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