+2.5%
WFC vs SBUX
+38.6%
-36.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.7% | -2.5% | +1.6% |
| 7D | +4.5% | +6.3% | -1.8% | +3.6% |
| 30D | +7.4% | +16.2% | -8.8% | +5.3% |
| 3M | -0.5% | +5.1% | -5.6% | -1.2% |
| 6M | +11.7% | +5.7% | +6.0% | +10.9% |
| YTD | -4.6% | +32.6% | -37.3% | -8.3% |
| 1Y | +2.5% | +41.3% | -38.8% | -3.5% |
| All | +2.5% | +38.6% | -36.0% | -3.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling