+113.2%
WDC vs SBUX
+38.6%
+74.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +4.7% | -11.5% | -8.2% |
| 7D | -18.3% | +6.3% | -24.6% | -19.9% |
| 30D | -26.7% | +16.2% | -42.8% | -30.4% |
| 3M | -40.9% | +5.1% | -46.1% | -41.6% |
| 6M | -26.8% | +5.7% | -32.5% | -28.0% |
| YTD | +88.2% | +32.6% | +55.5% | +63.0% |
| 1Y | +113.2% | +41.3% | +71.9% | +84.1% |
| All | +113.2% | +38.6% | +74.6% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 1y: compounded portfolio wealth divided by compounded SBUX 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…
1y analysis · Full analysis span regression · 6 months rolling