+42,297.2%
SBUX vs WM
+2,950.4%
+39,346.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | 0.0% | -0.9% |
| 7D | -3.1% | -0.3% | -2.8% | -3.1% |
| 30D | -0.9% | -2.4% | +1.5% | -0.2% |
| 3M | +11.6% | +0.4% | +11.2% | +11.3% |
| 6M | +8.8% | -9.5% | +18.3% | +11.6% |
| YTD | +26.3% | +0.5% | +25.8% | +25.7% |
| 1Y | +23.1% | -1.1% | +24.2% | +22.9% |
| 3Y | +15.0% | +46.0% | -31.1% | +1.7% |
| 5Y | +0.4% | +51.8% | -51.5% | -12.5% |
| 10Y | +130.7% | +307.5% | -176.8% | +55.2% |
| All | +42,297.2% | +2,950.4% | +39,346.9% | +21,991.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling