+142.7%
WFC vs SBUX
+128.3%
+14.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.1% |
| 7D | +0.3% | -6.2% | +6.5% | +3.2% |
| 30D | +2.3% | -6.4% | +8.7% | +5.3% |
| 3M | +9.8% | +1.0% | +8.7% | +8.9% |
| 6M | +15.6% | -0.4% | +15.9% | +14.6% |
| YTD | -2.4% | +20.0% | -22.4% | -11.6% |
| 1Y | +13.8% | +22.8% | -8.9% | +1.2% |
| 3Y | +134.6% | +12.3% | +122.3% | +107.1% |
| 5Y | +127.9% | -6.4% | +134.3% | +118.1% |
| All | +142.7% | +128.3% | +14.4% | +50.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling