+150.0%
IONQ vs SBUX
+10.5%
+139.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.2% | -6.2% | -6.3% |
| 7D | -11.5% | +1.6% | -13.0% | -11.8% |
| 30D | -8.1% | +14.8% | -22.9% | -12.7% |
| 3M | -35.8% | -0.8% | -35.0% | -35.6% |
| 6M | -47.7% | +2.2% | -50.0% | -48.5% |
| YTD | -35.6% | +29.5% | -65.1% | -43.0% |
| 1Y | -36.4% | +27.0% | -63.4% | -43.5% |
| 3Y | +150.0% | +10.9% | +139.1% | +139.0% |
| All | +150.0% | +10.5% | +139.5% | +139.0% |
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 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