+13.9%
SBUX vs IAU
+104.5%
-90.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.1% | 0.0% |
| 7D | +0.2% | -2.0% | +2.1% | +0.3% |
| 30D | +19.1% | -4.4% | +23.5% | +19.4% |
| 3M | +3.6% | -8.9% | +12.5% | +4.3% |
| 6M | +5.1% | -15.9% | +21.1% | +6.6% |
| YTD | +32.9% | -7.8% | +40.6% | +33.8% |
| 1Y | +30.4% | -3.8% | +34.2% | +30.9% |
| All | +13.9% | +104.5% | -90.6% | +2.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling