+747.3%
SBUX vs WU
-19.6%
+766.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -0.9% |
| 7D | -3.1% | -0.8% | -2.3% | -2.8% |
| 30D | -0.9% | -1.1% | +0.2% | -0.6% |
| 3M | +11.6% | -3.9% | +15.5% | +11.3% |
| 6M | +8.8% | -20.7% | +29.4% | +16.7% |
| YTD | +26.3% | -18.4% | +44.7% | +33.7% |
| 1Y | +23.1% | -8.1% | +31.2% | +23.4% |
| 3Y | +15.0% | -24.2% | +39.1% | +21.8% |
| 5Y | +0.4% | -50.4% | +50.8% | +23.0% |
| 10Y | +130.7% | -40.0% | +170.7% | +150.7% |
| All | +747.3% | -19.6% | +766.9% | +615.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling