+157.0%
SBUX vs WING
+637.7%
-480.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.5% | +2.1% | -1.5% |
| 7D | +1.0% | -3.9% | +4.9% | +1.8% |
| 30D | +16.6% | +26.6% | -10.1% | +11.0% |
| 3M | -0.6% | +42.5% | -43.1% | -8.2% |
| 6M | +1.8% | +29.4% | -27.6% | -5.1% |
| YTD | +29.7% | -32.8% | +62.5% | +35.8% |
| 1Y | +26.1% | -33.5% | +59.5% | +32.1% |
| 3Y | +10.3% | -23.4% | +33.6% | +5.0% |
| 5Y | +7.6% | -0.4% | +8.1% | -9.3% |
| 10Y | +146.7% | +647.8% | -501.1% | +31.0% |
| All | +157.0% | +637.7% | -480.8% | +31.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling