+150.3%
SBUX vs WING
+405.9%
-255.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.1% |
| 7D | -3.1% | -3.9% | +0.7% | -2.4% |
| 30D | -0.9% | -11.6% | +10.7% | +1.1% |
| 3M | +11.6% | -24.2% | +35.8% | +16.7% |
| 6M | +8.8% | -54.1% | +62.9% | +24.8% |
| YTD | +26.3% | -53.9% | +80.2% | +43.4% |
| 1Y | +23.1% | -64.4% | +87.5% | +46.5% |
| 3Y | +15.0% | -30.2% | +45.2% | +10.6% |
| 5Y | +0.4% | -34.1% | +34.5% | -8.0% |
| 10Y | +130.7% | +342.1% | -211.5% | +36.3% |
| All | +150.3% | +405.9% | -255.6% | +38.6% |
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