+41.3%
SBUX vs WMB
+22.7%
+18.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -6.4% | +11.1% | +4.7% |
| 7D | +6.3% | -8.6% | +14.9% | +6.4% |
| 30D | +16.2% | -4.2% | +20.3% | +15.8% |
| 3M | +5.1% | -4.4% | +9.5% | +4.7% |
| 6M | +5.7% | -8.7% | +14.4% | +5.7% |
| YTD | +32.6% | +15.4% | +17.3% | +33.1% |
| 1Y | +41.3% | +23.7% | +17.6% | +36.1% |
| All | +41.3% | +22.7% | +18.7% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling