+12.8%
SBUX vs IAG
+817.0%
-804.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.1% | -2.0% |
| 7D | -6.3% | +1.7% | -7.9% | -6.3% |
| 30D | -3.9% | +11.4% | -15.3% | -4.4% |
| 3M | +3.3% | +33.0% | -29.7% | +1.5% |
| 6M | +1.4% | -6.0% | +7.4% | +1.4% |
| YTD | +21.0% | +24.6% | -3.6% | +18.7% |
| 1Y | +22.4% | +105.0% | -82.6% | +16.7% |
| All | +12.8% | +817.0% | -804.2% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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