+3.0%
SBUX vs WM
+59.1%
-56.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | +0.1% |
| 7D | +1.7% | +1.2% | +0.5% | +1.2% |
| 30D | +12.6% | +13.1% | -0.4% | +7.5% |
| 3M | +0.8% | +3.6% | -2.8% | -0.7% |
| 6M | +0.2% | +8.1% | -7.9% | -3.1% |
| YTD | +27.4% | +8.9% | +18.5% | +22.4% |
| 1Y | +31.5% | +20.3% | +11.1% | +21.4% |
| 3Y | +9.3% | +46.2% | -36.9% | -10.3% |
| All | +3.0% | +59.1% | -56.1% | -19.3% |
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