+2,298.4%
SBUX vs IBB
+577.3%
+1,721.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +1.0% |
| 7D | +4.9% | +0.8% | +4.2% | +4.5% |
| 30D | +21.2% | +5.2% | +16.0% | +17.9% |
| 3M | +5.7% | +8.6% | -2.9% | +0.5% |
| 6M | +6.0% | +27.8% | -21.8% | -8.0% |
| YTD | +32.9% | +28.8% | +4.1% | +14.5% |
| 1Y | +33.3% | +36.4% | -3.1% | +11.2% |
| 3Y | +13.0% | +89.3% | -76.3% | -22.2% |
| 5Y | +8.8% | +43.3% | -34.4% | -13.6% |
| 10Y | +154.6% | +130.6% | +24.0% | +50.1% |
| All | +2,298.4% | +577.3% | +1,721.1% | +523.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling