+10.9%
SBUX vs WING
-23.4%
+34.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.2% |
| 7D | +1.6% | -2.5% | +4.1% | +1.9% |
| 30D | +14.8% | +29.5% | -14.7% | +11.3% |
| 3M | -0.8% | +40.2% | -41.0% | -5.0% |
| 6M | +2.2% | +32.7% | -30.5% | -2.2% |
| YTD | +29.5% | -32.8% | +62.3% | +33.7% |
| 1Y | +27.0% | -31.7% | +58.7% | +30.8% |
| 3Y | +10.9% | -24.7% | +35.7% | -0.8% |
| All | +10.9% | -23.4% | +34.3% | -0.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling