+15.5%
SBUX vs WEC
+42.2%
-26.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.4% | -2.6% |
| 7D | -3.9% | +0.8% | -4.7% | -4.1% |
| 30D | -2.8% | +0.3% | -3.2% | -2.9% |
| 3M | +8.2% | -2.9% | +11.1% | +9.0% |
| 6M | +4.3% | -5.9% | +10.2% | +5.7% |
| YTD | +23.3% | +4.1% | +19.2% | +21.4% |
| 1Y | +24.3% | +3.1% | +21.2% | +22.6% |
| 3Y | +15.5% | +40.8% | -25.3% | +4.2% |
| All | +15.5% | +42.2% | -26.8% | +4.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling