+808.3%
IWM vs SBUX
+3,651.2%
-2,842.9%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.8% |
| 7D | +0.1% | -3.1% | +3.2% | +1.4% |
| 30D | -1.3% | -0.9% | -0.4% | -1.0% |
| 3M | +1.6% | +11.6% | -10.0% | -3.3% |
| 6M | +13.6% | +8.8% | +4.8% | +8.6% |
| YTD | +20.8% | +26.3% | -5.6% | +8.1% |
| 1Y | +26.4% | +23.1% | +3.3% | +13.8% |
| 3Y | +60.7% | +15.0% | +45.7% | +42.2% |
| 5Y | +38.2% | +0.4% | +37.8% | +27.6% |
| 10Y | +169.5% | +130.7% | +38.8% | +69.1% |
| All | +808.3% | +3,651.2% | -2,842.9% | +66.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling