+23.1%
SBUX vs WPM
+53.7%
-30.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.2% |
| 7D | -3.1% | +1.1% | -4.2% | -3.2% |
| 30D | -0.9% | +26.4% | -27.2% | -2.3% |
| 3M | +11.6% | +20.8% | -9.2% | +10.3% |
| 6M | +8.8% | +1.1% | +7.7% | +9.2% |
| YTD | +26.3% | +32.5% | -6.1% | +23.7% |
| 1Y | +23.1% | +51.5% | -28.4% | +19.7% |
| All | +23.1% | +53.7% | -30.6% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling