+66.0%
IWM vs SBUX
+15.5%
+50.5%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | +0.1% |
| 7D | +1.4% | -3.9% | +5.3% | +2.4% |
| 30D | -2.3% | -2.8% | +0.5% | -1.7% |
| 3M | +4.0% | +8.2% | -4.2% | +1.8% |
| 6M | +17.9% | +4.3% | +13.7% | +16.2% |
| YTD | +20.2% | +23.3% | -3.1% | +13.5% |
| 1Y | +25.0% | +24.3% | +0.7% | +17.5% |
| 3Y | +66.0% | +15.5% | +50.5% | +59.6% |
| All | +66.0% | +15.5% | +50.5% | +59.6% |
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