+171.7%
IWM vs SBUX
+125.1%
+46.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.6% | -0.6% |
| 7D | -1.1% | -6.3% | +5.1% | +1.6% |
| 30D | -3.1% | -3.9% | +0.7% | -1.6% |
| 3M | +2.2% | +3.3% | -1.1% | +0.5% |
| 6M | +15.1% | +1.4% | +13.6% | +13.4% |
| YTD | +18.6% | +21.0% | -2.4% | +7.9% |
| 1Y | +24.0% | +22.4% | +1.6% | +11.6% |
| 3Y | +63.7% | +13.2% | +50.5% | +45.8% |
| 5Y | +38.2% | -5.2% | +43.4% | +31.8% |
| 10Y | +171.7% | +128.3% | +43.4% | +69.9% |
| All | +171.7% | +125.1% | +46.6% | +69.9% |
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 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