+313.7%
IVV vs SBUX
+125.6%
+188.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.7% | +0.3% |
| 7D | +0.5% | -3.9% | +4.4% | +2.0% |
| 30D | -1.0% | -2.8% | +1.9% | 0.0% |
| 3M | +3.9% | +8.2% | -4.3% | +0.5% |
| 6M | +14.5% | +4.3% | +10.2% | +11.8% |
| YTD | +12.9% | +23.3% | -10.4% | +3.1% |
| 1Y | +19.4% | +24.3% | -4.9% | +8.1% |
| 3Y | +78.8% | +15.5% | +63.4% | +59.7% |
| 5Y | +82.2% | -2.7% | +84.9% | +72.1% |
| 10Y | +313.7% | +128.8% | +184.8% | +167.0% |
| All | +313.7% | +125.6% | +188.1% | +167.0% |
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 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