+1.6%
SBUX vs IBB
+22.5%
-20.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.8% |
| 7D | -3.1% | +1.4% | -4.6% | -3.9% |
| 30D | -0.9% | +10.5% | -11.4% | -6.4% |
| 3M | +11.6% | +23.6% | -12.0% | -1.1% |
| 6M | +8.8% | +22.6% | -13.8% | -3.5% |
| YTD | +26.3% | +25.7% | +0.6% | +10.2% |
| 1Y | +23.1% | +51.4% | -28.2% | -3.9% |
| 3Y | +15.0% | +64.4% | -49.4% | -16.4% |
| All | +1.6% | +22.5% | -20.9% | -28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling