+125.0%
SBUX vs IAU
+218.5%
-93.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.7% |
| 7D | -6.2% | -3.4% | -2.9% | -6.0% |
| 30D | -6.4% | -1.1% | -5.3% | -6.4% |
| 3M | +1.0% | +5.8% | -4.8% | +0.6% |
| 6M | -0.4% | -16.9% | +16.6% | +1.0% |
| YTD | +20.0% | +0.1% | +19.8% | +19.9% |
| 1Y | +22.8% | +18.4% | +4.4% | +21.0% |
| 3Y | +12.3% | +123.6% | -111.3% | +5.1% |
| 5Y | -6.4% | +138.7% | -145.1% | -13.8% |
| All | +125.0% | +218.5% | -93.5% | +109.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 10y: compounded portfolio wealth divided by compounded IAU 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…
10y analysis · Full analysis span regression · 6 months rolling