+66.7%
IBIT vs SBUX
+17.2%
+49.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.1% |
| 7D | +1.4% | -3.9% | +5.3% | +2.7% |
| 30D | +20.6% | -2.8% | +23.5% | +21.6% |
| 3M | +23.7% | +8.2% | +15.5% | +20.1% |
| 6M | +15.0% | +4.3% | +10.7% | +12.8% |
| YTD | -10.6% | +23.3% | -33.9% | -16.9% |
| 1Y | -30.3% | +24.3% | -54.6% | -35.7% |
| All | +66.7% | +17.2% | +49.5% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 10y: compounded portfolio wealth divided by compounded SBUX 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…
10y analysis · Full analysis span regression · 6 months rolling