+42,297.2%
SBUX vs WMB
+6,630.2%
+35,667.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | -3.1% | +0.6% | -3.7% | -3.2% |
| 30D | -0.9% | +3.3% | -4.1% | -1.4% |
| 3M | +11.6% | +3.1% | +8.5% | +11.0% |
| 6M | +8.8% | -0.7% | +9.5% | +8.7% |
| YTD | +26.3% | +25.2% | +1.2% | +21.9% |
| 1Y | +23.1% | +32.9% | -9.7% | +17.7% |
| 3Y | +15.0% | +140.6% | -125.6% | +0.3% |
| 5Y | +0.4% | +273.5% | -273.1% | -18.1% |
| 10Y | +130.7% | +334.2% | -203.5% | +79.3% |
| All | +42,297.2% | +6,630.2% | +35,667.0% | +23,859.6% |
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 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