+1,016.0%
SBUX vs IAU
+776.1%
+239.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.1% | 0.0% |
| 7D | +0.2% | -2.0% | +2.1% | +0.2% |
| 30D | +19.1% | -4.4% | +23.5% | +19.1% |
| 3M | +3.6% | -8.9% | +12.5% | +3.7% |
| 6M | +5.1% | -15.9% | +21.1% | +5.2% |
| YTD | +32.9% | -7.8% | +40.6% | +33.1% |
| 1Y | +30.4% | -3.8% | +34.2% | +30.6% |
| 3Y | +13.0% | +104.3% | -91.4% | +13.6% |
| 5Y | +10.5% | +111.2% | -100.7% | +11.0% |
| 10Y | +152.8% | +216.4% | -63.7% | +157.4% |
| All | +1,016.0% | +776.1% | +239.9% | +943.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling