-6.7%
SBUX vs WPM
+263.6%
-270.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -0.7% |
| 7D | -5.5% | -0.6% | -4.9% | -5.4% |
| 30D | -8.5% | +14.4% | -22.9% | -10.2% |
| 3M | -2.9% | +37.0% | -39.9% | -7.3% |
| 6M | -1.5% | +4.1% | -5.7% | -2.6% |
| YTD | +19.4% | +31.7% | -12.3% | +13.1% |
| 1Y | +22.9% | +44.2% | -21.2% | +14.2% |
| 3Y | +11.3% | +265.5% | -254.2% | -15.8% |
| All | -6.7% | +263.6% | -270.4% | -33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling