+992.6%
WDC vs SBUX
-1.1%
+993.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +3.2% |
| 7D | +6.0% | -3.9% | +9.9% | +7.8% |
| 30D | +9.9% | -2.8% | +12.8% | +11.3% |
| 3M | -9.4% | +8.2% | -17.6% | -13.3% |
| 6M | +94.7% | +4.3% | +90.5% | +89.2% |
| YTD | +177.4% | +23.3% | +154.0% | +150.6% |
| 1Y | +412.6% | +24.3% | +388.3% | +359.7% |
| 3Y | +1,359.8% | +15.5% | +1,344.3% | +1,224.0% |
| 5Y | +992.6% | -2.7% | +995.3% | +957.6% |
| All | +992.6% | -1.1% | +993.6% | +957.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling