+768.4%
SBUX vs WU
-21.8%
+790.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.5% | -0.7% |
| 7D | +1.6% | -2.0% | +3.6% | +2.3% |
| 30D | +14.8% | +11.4% | +3.4% | +9.9% |
| 3M | -0.8% | -6.8% | +6.0% | +1.4% |
| 6M | +2.2% | -14.6% | +16.9% | +6.3% |
| YTD | +29.5% | -20.6% | +50.1% | +38.0% |
| 1Y | +27.0% | -15.4% | +42.4% | +32.0% |
| 3Y | +10.9% | -23.6% | +34.5% | +17.2% |
| 5Y | +7.4% | -43.4% | +50.8% | +24.4% |
| 10Y | +146.3% | -38.8% | +185.1% | +164.4% |
| All | +768.4% | -21.8% | +790.2% | +638.3% |
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