+843.9%
WULF vs SBUX
+11.9%
+832.0%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.8% | -5.0% | -5.5% |
| 7D | -0.6% | -6.2% | +5.7% | +1.9% |
| 30D | -3.6% | -6.4% | +2.8% | -1.3% |
| 3M | -30.4% | +1.0% | -31.4% | -31.2% |
| 6M | +12.5% | -0.4% | +12.9% | +11.2% |
| YTD | +40.5% | +20.0% | +20.5% | +28.5% |
| 1Y | +53.0% | +22.8% | +30.2% | +37.1% |
| All | +843.9% | +11.9% | +832.0% | +832.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling