+595.8%
WDC vs SBUX
+9.2%
+586.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.4% |
| 7D | -16.7% | +4.9% | -21.7% | -18.3% |
| 30D | -27.2% | +21.2% | -48.4% | -32.9% |
| 3M | -34.0% | +5.7% | -39.7% | -35.6% |
| 6M | -39.7% | +6.0% | -45.7% | -41.7% |
| YTD | +68.1% | +32.9% | +35.1% | +47.4% |
| 1Y | +66.3% | +33.3% | +33.0% | +45.3% |
| 3Y | +754.4% | +13.0% | +741.4% | +701.7% |
| 5Y | +595.8% | +8.8% | +586.9% | +523.8% |
| All | +595.8% | +9.2% | +586.6% | +523.8% |
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 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