+38.9%
IGV vs SBUX
+12.8%
+26.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.4% |
| 7D | -1.5% | -6.3% | +4.7% | -0.3% |
| 30D | -3.0% | -3.9% | +0.8% | -2.4% |
| 3M | +9.6% | +3.3% | +6.3% | +8.7% |
| 6M | +16.1% | +1.4% | +14.7% | +15.2% |
| YTD | -3.6% | +21.0% | -24.6% | -8.1% |
| 1Y | -7.8% | +22.4% | -30.3% | -12.6% |
| All | +38.9% | +12.8% | +26.1% | +37.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling