+3,869.8%
WMT vs SBUX
+43,306.7%
-39,437.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.9% |
| 7D | +3.9% | -3.1% | +7.1% | +4.5% |
| 30D | -4.4% | -0.9% | -3.5% | -4.3% |
| 3M | -8.8% | +11.6% | -20.4% | -10.7% |
| 6M | -15.6% | +8.8% | -24.4% | -17.2% |
| YTD | -3.2% | +26.3% | -29.5% | -7.7% |
| 1Y | +7.0% | +23.1% | -16.1% | +2.3% |
| 3Y | +105.3% | +15.0% | +90.3% | +94.7% |
| 5Y | +129.3% | +0.4% | +128.9% | +120.1% |
| 10Y | +423.9% | +130.7% | +293.2% | +320.2% |
| All | +3,869.8% | +43,306.7% | -39,437.0% | +1,242.2% |
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