-30.0%
IBIT vs SBUX
+26.6%
-56.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.5% |
| 7D | -9.2% | +1.6% | -10.8% | -9.5% |
| 30D | -15.8% | +14.8% | -30.6% | -18.1% |
| 3M | +8.5% | -0.8% | +9.3% | +9.0% |
| 6M | -13.7% | +2.2% | -15.9% | -14.1% |
| YTD | -21.6% | +29.5% | -51.0% | -24.6% |
| 1Y | -30.0% | +27.0% | -57.0% | -33.0% |
| All | -30.0% | +26.6% | -56.5% | -33.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling