+12.8%
SBUX vs IBN
+25.8%
-13.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.5% |
| 7D | -6.3% | -5.1% | -1.2% | -5.1% |
| 30D | -3.9% | -3.5% | -0.3% | -3.1% |
| 3M | +3.3% | +11.3% | -8.0% | +0.6% |
| 6M | +1.4% | +4.4% | -3.0% | -0.1% |
| YTD | +21.0% | -1.8% | +22.8% | +20.5% |
| 1Y | +22.4% | -8.0% | +30.4% | +23.4% |
| All | +12.8% | +25.8% | -13.1% | +8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling