+973.2%
IGV vs SBUX
+2,728.8%
-1,755.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -1.7% |
| 7D | -4.5% | -3.1% | -1.4% | -3.2% |
| 30D | +3.2% | -0.9% | +4.1% | +3.5% |
| 3M | +4.5% | +11.6% | -7.1% | -0.8% |
| 6M | +22.1% | +8.8% | +13.3% | +16.4% |
| YTD | -1.0% | +26.3% | -27.4% | -11.9% |
| 1Y | -2.1% | +23.1% | -25.2% | -12.5% |
| 3Y | +44.6% | +15.0% | +29.6% | +26.6% |
| 5Y | +22.2% | +0.4% | +21.8% | +12.3% |
| 10Y | +364.7% | +130.7% | +234.0% | +184.1% |
| All | +973.2% | +2,728.8% | -1,755.6% | +48.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling