+27.0%
SBUX vs WEC
+9.5%
+17.5%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.4% |
| 7D | +1.6% | +2.3% | -0.7% | +1.0% |
| 30D | +14.8% | +11.1% | +3.8% | +12.1% |
| 3M | -0.8% | +8.4% | -9.2% | -3.0% |
| 6M | +2.2% | +7.5% | -5.3% | +0.5% |
| YTD | +29.5% | +15.3% | +14.1% | +21.8% |
| 1Y | +27.0% | +9.7% | +17.3% | +23.4% |
| All | +27.0% | +9.5% | +17.5% | +23.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling