+42,983.1%
SBUX vs IP
+223.9%
+42,759.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.0% | +0.7% | -1.9% |
| 7D | +0.6% | -5.0% | +5.6% | +2.4% |
| 30D | +10.5% | +6.5% | +3.9% | +8.0% |
| 3M | +0.7% | -18.0% | +18.8% | +7.5% |
| 6M | +2.3% | +10.3% | -8.0% | -2.7% |
| YTD | +28.4% | -9.9% | +38.2% | +29.3% |
| 1Y | +31.4% | -1.1% | +32.4% | +27.9% |
| 3Y | +11.5% | +13.0% | -1.5% | +0.1% |
| 5Y | +2.2% | -12.3% | +14.5% | -1.0% |
| 10Y | +149.7% | +26.8% | +122.8% | +101.1% |
| All | +42,983.1% | +223.9% | +42,759.2% | +21,205.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling