-5.2%
SBUX vs IAG
+804.8%
-810.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.1% | -2.1% |
| 7D | -6.3% | +1.7% | -7.9% | -6.4% |
| 30D | -3.9% | +11.4% | -15.3% | -4.6% |
| 3M | +3.3% | +33.0% | -29.7% | +1.1% |
| 6M | +1.4% | -6.0% | +7.4% | +1.3% |
| YTD | +21.0% | +24.6% | -3.6% | +18.1% |
| 1Y | +22.4% | +105.0% | -82.6% | +15.2% |
| 3Y | +13.2% | +837.9% | -824.7% | -5.9% |
| 5Y | -5.2% | +817.0% | -822.2% | -24.4% |
| All | -5.2% | +804.8% | -810.0% | -24.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling