+42,297.2%
SBUX vs WEC
+2,719.4%
+39,577.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.0% |
| 7D | -3.1% | -0.3% | -2.9% | -3.0% |
| 30D | -0.9% | -1.3% | +0.4% | -0.4% |
| 3M | +11.6% | -3.9% | +15.5% | +13.3% |
| 6M | +8.8% | -8.3% | +17.1% | +12.2% |
| YTD | +26.3% | +3.1% | +23.3% | +24.2% |
| 1Y | +23.1% | +1.9% | +21.2% | +21.4% |
| 3Y | +15.0% | +41.9% | -27.0% | -2.1% |
| 5Y | +0.4% | +30.8% | -30.4% | -12.5% |
| 10Y | +130.7% | +141.9% | -11.2% | +50.1% |
| All | +42,297.2% | +2,719.4% | +39,577.9% | +10,895.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling