-2.7%
SBUX vs WMB
+282.7%
-285.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.3% | -4.6% | -2.9% |
| 7D | -3.9% | +0.8% | -4.7% | -4.1% |
| 30D | -2.8% | +7.7% | -10.5% | -4.8% |
| 3M | +8.2% | +6.7% | +1.5% | +6.1% |
| 6M | +4.3% | +3.6% | +0.6% | +2.8% |
| YTD | +23.3% | +28.0% | -4.7% | +14.4% |
| 1Y | +24.3% | +37.6% | -13.3% | +12.4% |
| 3Y | +15.5% | +149.0% | -133.6% | -14.9% |
| 5Y | -2.7% | +285.3% | -288.0% | -31.0% |
| All | -2.7% | +282.7% | -285.4% | -31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling