+92.0%
WFC vs SBUX
+8.8%
+83.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | -1.3% | +0.2% | -1.5% | -1.3% |
| 30D | +3.6% | +19.1% | -15.5% | -1.7% |
| 3M | -1.3% | +3.6% | -4.9% | -2.5% |
| 6M | +18.0% | +5.1% | +12.8% | +15.8% |
| YTD | -5.9% | +32.9% | -38.7% | -14.6% |
| 1Y | +1.8% | +30.4% | -28.6% | -7.3% |
| 3Y | +125.0% | +13.0% | +112.0% | +114.4% |
| 5Y | +92.0% | +10.5% | +81.4% | +82.6% |
| All | +92.0% | +8.8% | +83.2% | +82.6% |
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