+1,309.1%
WDC vs SBUX
+125.1%
+1,184.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +3.0% | +2.2% |
| 7D | +7.5% | -6.3% | +13.7% | +11.5% |
| 30D | +10.1% | -3.9% | +13.9% | +12.5% |
| 3M | -6.8% | +3.3% | -10.1% | -9.5% |
| 6M | +84.1% | +1.4% | +82.7% | +79.9% |
| YTD | +180.3% | +21.0% | +159.3% | +147.1% |
| 1Y | +411.1% | +22.4% | +388.7% | +344.6% |
| 3Y | +1,375.0% | +13.2% | +1,361.8% | +1,158.7% |
| 5Y | +991.6% | -5.2% | +996.8% | +942.4% |
| 10Y | +1,309.1% | +128.3% | +1,180.7% | +641.8% |
| All | +1,309.1% | +125.1% | +1,184.0% | +641.8% |
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