+125.0%
SBUX vs IBN
+316.4%
-191.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -6.2% | -5.5% | -0.8% | -4.8% |
| 30D | -6.4% | -3.4% | -3.0% | -5.6% |
| 3M | +1.0% | +8.7% | -7.6% | -1.4% |
| 6M | -0.4% | +3.7% | -4.1% | -1.6% |
| YTD | +20.0% | -2.4% | +22.3% | +20.3% |
| 1Y | +22.8% | -8.1% | +30.9% | +25.1% |
| 3Y | +12.3% | +26.3% | -14.0% | +3.5% |
| 5Y | -6.4% | +54.9% | -61.3% | -19.3% |
| All | +125.0% | +316.4% | -191.4% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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