+695.1%
WDC vs SBUX
+155.1%
+540.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.1% | +8.4% | +8.4% |
| 7D | -3.2% | +0.2% | -3.4% | -2.9% |
| 30D | -19.0% | +19.1% | -38.1% | -26.9% |
| 3M | -28.4% | +3.6% | -32.1% | -30.1% |
| 6M | -39.2% | +5.1% | -44.4% | -41.9% |
| YTD | +82.1% | +32.9% | +49.2% | +51.7% |
| 1Y | +84.7% | +30.4% | +54.3% | +55.0% |
| 3Y | +825.6% | +13.0% | +812.7% | +705.3% |
| 5Y | +608.2% | +10.5% | +597.6% | +510.6% |
| 10Y | +695.1% | +152.8% | +542.3% | +310.1% |
| All | +695.1% | +155.1% | +540.0% | +310.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling