+143.5%
SBUX vs IBB
+126.8%
+16.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.3% | -0.5% |
| 7D | +1.0% | -0.5% | +1.5% | +1.3% |
| 30D | +14.1% | +4.6% | +9.6% | +11.5% |
| 3M | -1.4% | +6.8% | -8.2% | -5.2% |
| 6M | +1.6% | +23.1% | -21.5% | -9.7% |
| YTD | +28.7% | +26.0% | +2.7% | +12.4% |
| 1Y | +26.3% | +30.4% | -4.1% | +8.3% |
| 3Y | +10.3% | +85.4% | -75.2% | -23.3% |
| 5Y | +6.8% | +39.7% | -32.9% | -14.9% |
| All | +143.5% | +126.8% | +16.8% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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