+22,940.7%
WDC vs SBUX
+44,386.5%
-21,445.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.2% | -4.8% | -4.9% |
| 7D | +12.1% | +1.6% | +10.5% | +11.5% |
| 30D | -18.8% | +14.8% | -33.6% | -23.1% |
| 3M | -39.3% | -0.8% | -38.5% | -39.2% |
| 6M | -40.1% | +2.2% | -42.4% | -41.2% |
| YTD | +71.8% | +29.5% | +42.3% | +54.2% |
| 1Y | +88.5% | +27.0% | +61.4% | +70.1% |
| 3Y | +770.0% | +10.9% | +759.1% | +699.6% |
| 5Y | +549.0% | +7.4% | +541.6% | +499.4% |
| 10Y | +650.3% | +146.3% | +504.0% | +417.7% |
| All | +22,940.7% | +44,386.5% | -21,445.8% | +4,473.2% |
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