+123.9%
SBUX vs WY
+7.6%
+116.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | -5.5% | -4.2% | -1.3% | -3.7% |
| 30D | -8.5% | -10.1% | +1.6% | -4.3% |
| 3M | -2.9% | -8.5% | +5.6% | +0.3% |
| 6M | -1.5% | -3.3% | +1.8% | -1.2% |
| YTD | +19.4% | -4.4% | +23.8% | +19.9% |
| 1Y | +22.9% | -11.5% | +34.4% | +27.6% |
| 3Y | +11.3% | -24.3% | +35.6% | +21.9% |
| 5Y | -6.9% | -21.3% | +14.5% | -0.9% |
| All | +123.9% | +7.6% | +116.3% | +89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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