+145.0%
SBUX vs IP
+20.8%
+124.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.7% |
| 7D | +1.6% | -0.3% | +1.9% | +1.7% |
| 30D | +14.8% | +7.9% | +6.9% | +11.8% |
| 3M | -0.8% | -15.3% | +14.5% | +4.7% |
| 6M | +2.2% | +10.5% | -8.3% | -2.9% |
| YTD | +29.5% | -9.4% | +38.8% | +30.3% |
| 1Y | +27.0% | -4.6% | +31.7% | +25.3% |
| 3Y | +10.9% | +21.2% | -10.3% | -4.1% |
| 5Y | +7.4% | -13.3% | +20.7% | +4.5% |
| All | +145.0% | +20.8% | +124.1% | +91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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