+14.8%
SBUX vs WMB
+110.9%
-96.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.7% | +0.1% | +3.3% |
| 7D | +4.8% | -6.7% | +11.5% | +5.7% |
| 30D | +20.6% | -8.6% | +29.2% | +21.8% |
| 3M | +4.3% | -4.9% | +9.2% | +4.4% |
| 6M | +5.5% | -6.3% | +11.8% | +5.8% |
| YTD | +32.3% | +13.0% | +19.3% | +27.5% |
| 1Y | +31.2% | +14.9% | +16.2% | +25.8% |
| 3Y | +14.8% | +113.4% | -98.6% | +0.6% |
| All | +14.8% | +110.9% | -96.1% | +0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling