+26.1%
SBUX vs IP
-7.8%
+33.9%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.3% | -2.0% |
| 7D | +1.0% | -0.9% | +1.9% | +1.2% |
| 30D | +16.6% | +6.7% | +9.9% | +15.3% |
| 3M | -0.6% | -16.6% | +16.0% | +2.5% |
| 6M | +1.8% | +6.0% | -4.2% | -0.2% |
| YTD | +29.7% | -10.7% | +40.4% | +31.8% |
| 1Y | +26.1% | -6.7% | +32.7% | +25.1% |
| All | +26.1% | -7.8% | +33.9% | +25.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling