+140.0%
SBUX vs WM
+339.4%
-199.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | +0.4% |
| 7D | +1.7% | +1.2% | +0.5% | +1.0% |
| 30D | +12.6% | +13.1% | -0.4% | +5.4% |
| 3M | +0.8% | +3.6% | -2.8% | -1.3% |
| 6M | +0.2% | +8.1% | -7.9% | -4.5% |
| YTD | +27.4% | +8.9% | +18.5% | +20.3% |
| 1Y | +31.5% | +20.3% | +11.1% | +17.4% |
| 3Y | +9.3% | +46.2% | -36.9% | -15.8% |
| 5Y | +1.5% | +59.9% | -58.4% | -27.2% |
| All | +140.0% | +339.4% | -199.4% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 10y: compounded portfolio wealth divided by compounded WM 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…
10y analysis · Full analysis span regression · 6 months rolling