+4,708.9%
WFC vs SBUX
+43,306.7%
-38,597.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.3% |
| 7D | +3.8% | -3.1% | +6.9% | +4.8% |
| 30D | +1.5% | -0.9% | +2.4% | +1.7% |
| 3M | +10.9% | +11.6% | -0.7% | +6.8% |
| 6M | +8.4% | +8.8% | -0.4% | +4.8% |
| YTD | -1.9% | +26.3% | -28.2% | -9.8% |
| 1Y | +12.3% | +23.1% | -10.8% | +3.6% |
| 3Y | +132.3% | +15.0% | +117.4% | +112.3% |
| 5Y | +130.1% | +0.4% | +129.7% | +116.7% |
| 10Y | +134.4% | +130.7% | +3.7% | +70.1% |
| All | +4,708.9% | +43,306.7% | -38,597.8% | +1,325.9% |
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