+68.2%
IVV vs SBUX
+1.8%
+66.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | -2.7% | +1.7% | -4.4% | -3.1% |
| 30D | -5.4% | +12.6% | -18.0% | -8.5% |
| 3M | -4.1% | +0.8% | -4.9% | -4.4% |
| 6M | +0.7% | +0.2% | +0.5% | +0.3% |
| YTD | +8.7% | +27.4% | -18.7% | +0.5% |
| 1Y | +11.0% | +31.5% | -20.5% | +1.3% |
| 3Y | +75.4% | +9.3% | +66.2% | +68.2% |
| All | +68.2% | +1.8% | +66.3% | +61.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling