-5.2%
SBUX vs IBN
+54.0%
-59.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.4% |
| 7D | -6.3% | -5.1% | -1.2% | -4.6% |
| 30D | -3.9% | -3.5% | -0.3% | -2.8% |
| 3M | +3.3% | +11.3% | -8.0% | -0.5% |
| 6M | +1.4% | +4.4% | -3.0% | -0.4% |
| YTD | +21.0% | -1.8% | +22.8% | +20.9% |
| 1Y | +22.4% | -8.0% | +30.4% | +24.9% |
| 3Y | +13.2% | +27.1% | -13.8% | +0.7% |
| 5Y | -5.2% | +54.5% | -59.7% | -25.3% |
| All | -5.2% | +54.0% | -59.2% | -25.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling