+145.0%
SBUX vs WING
+620.3%
-475.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.2% |
| 7D | +1.6% | -2.5% | +4.1% | +2.0% |
| 30D | +14.8% | +29.5% | -14.7% | +8.8% |
| 3M | -0.8% | +40.2% | -41.0% | -8.1% |
| 6M | +2.2% | +32.7% | -30.5% | -5.3% |
| YTD | +29.5% | -32.8% | +62.3% | +35.7% |
| 1Y | +27.0% | -31.7% | +58.7% | +32.5% |
| 3Y | +10.9% | -24.7% | +35.7% | +5.7% |
| 5Y | +7.4% | -0.5% | +7.9% | -10.5% |
| All | +145.0% | +620.3% | -475.3% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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