+1,762.4%
WULF vs SBUX
+17,534.1%
-15,771.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.2% | -3.9% |
| 7D | +15.6% | -6.3% | +21.8% | +16.3% |
| 30D | +5.7% | -3.9% | +9.6% | +6.1% |
| 3M | -32.3% | +3.3% | -35.6% | -32.6% |
| 6M | +23.7% | +1.4% | +22.2% | +23.3% |
| YTD | +49.1% | +21.0% | +28.1% | +46.1% |
| 1Y | +66.3% | +22.4% | +43.9% | +62.5% |
| 3Y | +851.7% | +13.2% | +838.4% | +836.1% |
| 5Y | -30.9% | -5.2% | -25.7% | -31.5% |
| 10Y | +86.9% | +128.3% | -41.4% | +80.7% |
| All | +1,762.4% | +17,534.1% | -15,771.7% | +1,671.0% |
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 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