+78.1%
IVV vs SBUX
+9.8%
+68.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | +2.6% | +1.0% | +1.6% | +2.4% |
| 30D | -2.0% | +14.1% | -16.1% | -4.3% |
| 3M | -2.8% | -1.4% | -1.4% | -2.6% |
| 6M | +2.2% | +1.6% | +0.5% | +1.7% |
| YTD | +11.5% | +28.7% | -17.2% | +5.9% |
| 1Y | +13.5% | +26.3% | -12.8% | +8.0% |
| 3Y | +78.1% | +10.3% | +67.8% | +74.9% |
| All | +78.1% | +9.8% | +68.2% | +74.9% |
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