+43,429.5%
SBUX vs WM
+3,315.3%
+40,114.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.6% | -4.0% | -2.9% |
| 7D | +1.0% | +1.2% | -0.1% | +0.7% |
| 30D | +16.6% | +15.2% | +1.3% | +11.8% |
| 3M | -0.6% | +8.3% | -8.9% | -2.9% |
| 6M | +1.8% | +13.1% | -11.3% | -2.0% |
| YTD | +29.7% | +12.5% | +17.2% | +24.8% |
| 1Y | +26.1% | +21.8% | +4.3% | +18.5% |
| 3Y | +10.3% | +48.8% | -38.5% | -3.0% |
| 5Y | +7.6% | +62.1% | -54.5% | -7.9% |
| 10Y | +146.7% | +331.5% | -184.8% | +62.8% |
| All | +43,429.5% | +3,315.3% | +40,114.2% | +21,831.2% |
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