+44,496.8%
SBUX vs WMB
+6,201.0%
+38,295.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.2% | -0.4% |
| 7D | +0.2% | +1.6% | -1.4% | 0.0% |
| 30D | +19.1% | -7.1% | +26.1% | +20.1% |
| 3M | +3.6% | -4.0% | +7.6% | +4.0% |
| 6M | +5.1% | -5.7% | +10.9% | +5.7% |
| YTD | +32.9% | +17.2% | +15.7% | +29.2% |
| 1Y | +30.4% | +17.2% | +13.2% | +26.7% |
| 3Y | +13.0% | +121.1% | -108.1% | -0.4% |
| 5Y | +10.5% | +197.2% | -186.6% | -6.9% |
| 10Y | +152.8% | +280.9% | -128.1% | +99.6% |
| All | +44,496.8% | +6,201.0% | +38,295.9% | +25,287.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling