+36,318.6%
WDC vs SBUX
+43,306.7%
-6,988.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.3% | +7.1% | +6.4% |
| 7D | +1.7% | -3.1% | +4.9% | +3.0% |
| 30D | -10.0% | -0.9% | -9.1% | -9.6% |
| 3M | -18.8% | +11.6% | -30.4% | -22.7% |
| 6M | +79.0% | +8.8% | +70.2% | +71.9% |
| YTD | +171.6% | +26.3% | +145.2% | +146.5% |
| 1Y | +417.4% | +23.1% | +394.3% | +372.8% |
| 3Y | +1,251.8% | +15.0% | +1,236.8% | +1,124.6% |
| 5Y | +911.7% | +0.4% | +911.3% | +861.2% |
| 10Y | +1,399.6% | +130.7% | +1,269.0% | +962.1% |
| All | +36,318.6% | +43,306.7% | -6,988.1% | +7,212.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling