+123.9%
SBUX vs WU
-39.1%
+163.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.7% |
| 7D | -5.5% | -3.5% | -2.0% | -4.3% |
| 30D | -8.5% | -2.9% | -5.5% | -7.7% |
| 3M | -2.9% | -2.3% | -0.6% | -3.8% |
| 6M | -1.5% | -25.4% | +23.8% | +7.3% |
| YTD | +19.4% | -21.2% | +40.6% | +27.4% |
| 1Y | +22.9% | -8.9% | +31.8% | +23.5% |
| 3Y | +11.3% | -29.0% | +40.3% | +20.1% |
| 5Y | -6.9% | -50.7% | +43.9% | +13.8% |
| All | +123.9% | -39.1% | +163.0% | +144.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling