+123.9%
SBUX vs IQV
+242.6%
-118.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -1.1% |
| 7D | -5.5% | -2.2% | -3.2% | -4.7% |
| 30D | -8.5% | +8.3% | -16.8% | -11.3% |
| 3M | -2.9% | +44.6% | -47.5% | -16.8% |
| 6M | -1.5% | +52.6% | -54.1% | -18.3% |
| YTD | +19.4% | +16.1% | +3.3% | +9.5% |
| 1Y | +22.9% | +37.3% | -14.3% | +4.4% |
| 3Y | +11.3% | +21.6% | -10.3% | -5.0% |
| 5Y | -6.9% | +0.5% | -7.3% | -15.1% |
| All | +123.9% | +242.6% | -118.7% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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