+1,359.8%
WDC vs SBUX
+15.5%
+1,344.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +2.9% |
| 7D | +6.0% | -3.9% | +9.9% | +7.3% |
| 30D | +9.9% | -2.8% | +12.8% | +10.9% |
| 3M | -9.4% | +8.2% | -17.6% | -12.3% |
| 6M | +94.7% | +4.3% | +90.5% | +90.4% |
| YTD | +177.4% | +23.3% | +154.0% | +157.7% |
| 1Y | +412.6% | +24.3% | +388.3% | +373.8% |
| 3Y | +1,359.8% | +15.5% | +1,344.3% | +1,331.6% |
| All | +1,359.8% | +15.5% | +1,344.3% | +1,331.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling