+27.0%
SBUX vs WMB
+17.3%
+9.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | +1.6% | +7.8% | -6.2% | +1.4% |
| 30D | +14.8% | -5.1% | +19.9% | +14.4% |
| 3M | -0.8% | -4.7% | +3.9% | -1.2% |
| 6M | +2.2% | -7.4% | +9.6% | +1.9% |
| YTD | +29.5% | +17.5% | +12.0% | +33.7% |
| 1Y | +27.0% | +19.5% | +7.6% | +31.6% |
| All | +27.0% | +17.3% | +9.7% | +31.6% |
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