-7.5%
IGV vs SBUX
+38.6%
-46.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.7% | -3.8% | +0.6% |
| 7D | -7.5% | +6.3% | -13.8% | -7.8% |
| 30D | -5.6% | +16.2% | -21.8% | -6.4% |
| 3M | +1.5% | +5.1% | -3.6% | +1.3% |
| 6M | +17.1% | +5.7% | +11.4% | +17.2% |
| YTD | -2.0% | +32.6% | -34.6% | -5.1% |
| 1Y | -7.5% | +41.3% | -48.8% | -11.6% |
| All | -7.5% | +38.6% | -46.1% | -11.6% |
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