+40,499.4%
SBUX vs WY
+453.6%
+40,045.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | -6.3% | -1.7% | -4.6% | -5.6% |
| 30D | -3.9% | -9.9% | +6.0% | +0.1% |
| 3M | +3.3% | -7.5% | +10.8% | +6.0% |
| 6M | +1.4% | -5.1% | +6.6% | +2.6% |
| YTD | +21.0% | -2.1% | +23.1% | +20.4% |
| 1Y | +22.4% | -7.3% | +29.8% | +24.4% |
| 3Y | +13.2% | -22.6% | +35.9% | +22.2% |
| 5Y | -5.2% | -19.8% | +14.6% | -0.3% |
| 10Y | +128.3% | +9.6% | +118.8% | +96.7% |
| All | +40,499.4% | +453.6% | +40,045.8% | +18,638.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling