+1.6%
SBUX vs WM
+52.1%
-50.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | 0.0% | -0.8% |
| 7D | -3.1% | -0.3% | -2.8% | -3.0% |
| 30D | -0.9% | -2.4% | +1.5% | -0.1% |
| 3M | +11.6% | +0.4% | +11.2% | +11.1% |
| 6M | +8.8% | -9.5% | +18.3% | +12.3% |
| YTD | +26.3% | +0.5% | +25.8% | +25.2% |
| 1Y | +23.1% | -1.1% | +24.2% | +22.6% |
| 3Y | +15.0% | +46.0% | -31.1% | -5.4% |
| All | +1.6% | +52.1% | -50.6% | -18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling