+145.0%
SBUX vs IBN
+385.6%
-240.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | +1.6% | +1.9% | -0.3% | +1.1% |
| 30D | +14.8% | +22.1% | -7.3% | +8.4% |
| 3M | -0.8% | +17.1% | -17.9% | -5.3% |
| 6M | +2.2% | +35.5% | -33.3% | -6.5% |
| YTD | +29.5% | +16.8% | +12.6% | +23.2% |
| 1Y | +27.0% | +12.4% | +14.6% | +22.2% |
| 3Y | +10.9% | +58.0% | -47.1% | -4.4% |
| 5Y | +7.4% | +73.7% | -66.3% | -10.7% |
| All | +145.0% | +385.6% | -240.6% | +67.4% |
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