+2,199.4%
SBUX vs IBB
+566.2%
+1,633.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -1.6% |
| 7D | +1.7% | -1.8% | +3.5% | +2.7% |
| 30D | +12.6% | +5.1% | +7.6% | +9.5% |
| 3M | +0.8% | +10.7% | -9.9% | -5.1% |
| 6M | +0.2% | +22.9% | -22.7% | -11.2% |
| YTD | +27.4% | +26.7% | +0.8% | +10.7% |
| 1Y | +31.5% | +35.1% | -3.6% | +10.2% |
| 3Y | +9.3% | +80.2% | -70.9% | -22.8% |
| 5Y | +1.5% | +37.8% | -36.3% | -17.7% |
| 10Y | +147.9% | +161.2% | -13.3% | +36.1% |
| All | +2,199.4% | +566.2% | +1,633.2% | +502.8% |
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