+960.9%
SBUX vs IAU
+875.8%
+85.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.4% | -1.3% |
| 7D | -3.1% | -0.5% | -2.6% | -3.1% |
| 30D | -0.9% | +4.4% | -5.3% | -0.9% |
| 3M | +11.6% | -1.1% | +12.7% | +11.6% |
| 6M | +8.8% | -13.7% | +22.5% | +8.9% |
| YTD | +26.3% | +2.7% | +23.6% | +26.5% |
| 1Y | +23.1% | +24.6% | -1.5% | +23.3% |
| 3Y | +15.0% | +126.8% | -111.9% | +15.5% |
| 5Y | +0.4% | +139.5% | -139.1% | +0.7% |
| 10Y | +130.7% | +226.3% | -95.6% | +134.2% |
| All | +960.9% | +875.8% | +85.1% | +891.6% |
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