+2,903.4%
SBUX vs IBN
+1,532.9%
+1,370.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.1% |
| 7D | -3.1% | +1.4% | -4.5% | -3.4% |
| 30D | -0.9% | -0.3% | -0.5% | -0.9% |
| 3M | +11.6% | +17.1% | -5.5% | +8.0% |
| 6M | +8.8% | +3.4% | +5.4% | +7.9% |
| YTD | +26.3% | +2.5% | +23.8% | +25.4% |
| 1Y | +23.1% | -4.2% | +27.3% | +23.8% |
| 3Y | +15.0% | +32.4% | -17.4% | +7.5% |
| 5Y | +0.4% | +59.2% | -58.8% | -10.0% |
| 10Y | +130.7% | +345.7% | -215.0% | +62.5% |
| All | +2,903.4% | +1,532.9% | +1,370.5% | +1,410.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling