+69.2%
IWM vs SBUX
+8.4%
+60.8%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.2% |
| 7D | -2.0% | +1.7% | -3.7% | -2.4% |
| 30D | -1.5% | +12.6% | -14.1% | -4.1% |
| 3M | -8.0% | +0.8% | -8.8% | -8.2% |
| 6M | -4.1% | +0.2% | -4.3% | -4.3% |
| YTD | +11.9% | +27.4% | -15.5% | +5.0% |
| 1Y | +15.0% | +31.5% | -16.5% | +7.0% |
| All | +69.2% | +8.4% | +60.8% | +68.8% |
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