+44,314.2%
SBUX vs WMB
+5,975.1%
+38,339.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.7% | +0.1% | +3.3% |
| 7D | +4.8% | -6.7% | +11.5% | +5.8% |
| 30D | +20.6% | -8.6% | +29.2% | +21.9% |
| 3M | +4.3% | -4.9% | +9.2% | +4.7% |
| 6M | +5.5% | -6.3% | +11.8% | +6.1% |
| YTD | +32.3% | +13.0% | +19.3% | +29.3% |
| 1Y | +31.2% | +14.9% | +16.2% | +27.8% |
| 3Y | +14.8% | +113.4% | -98.6% | +1.7% |
| 5Y | +8.0% | +190.2% | -182.2% | -8.8% |
| 10Y | +148.7% | +259.9% | -111.1% | +98.0% |
| All | +44,314.2% | +5,975.1% | +38,339.0% | +25,319.4% |
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