+727.3%
SBUX vs WU
-21.6%
+748.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.2% | -1.4% |
| 7D | -3.9% | -0.8% | -3.1% | -3.6% |
| 30D | -2.8% | -1.1% | -1.7% | -2.5% |
| 3M | +8.2% | -1.8% | +10.0% | +7.0% |
| 6M | +4.3% | -23.9% | +28.2% | +13.6% |
| YTD | +23.3% | -20.4% | +43.7% | +31.9% |
| 1Y | +24.3% | -10.6% | +34.9% | +25.9% |
| 3Y | +15.5% | -27.7% | +43.2% | +24.7% |
| 5Y | -2.7% | -51.1% | +48.4% | +19.8% |
| 10Y | +128.8% | -40.7% | +169.6% | +149.7% |
| All | +727.3% | -21.6% | +748.9% | +605.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded WU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling