+356.3%
IGV vs SBUX
+128.3%
+228.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.3% |
| 7D | -5.4% | -6.2% | +0.9% | -2.8% |
| 30D | -2.6% | -6.4% | +3.8% | 0.0% |
| 3M | +10.5% | +1.0% | +9.5% | +9.7% |
| 6M | +18.2% | -0.4% | +18.6% | +17.1% |
| YTD | -4.2% | +20.0% | -24.2% | -12.7% |
| 1Y | -9.8% | +22.8% | -32.6% | -19.2% |
| 3Y | +39.1% | +12.3% | +26.8% | +23.6% |
| 5Y | +21.2% | -6.4% | +27.6% | +15.1% |
| All | +356.3% | +128.3% | +228.0% | +185.4% |
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