-6.7%
SBUX vs IQV
-0.1%
-6.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -1.0% |
| 7D | -5.5% | -2.2% | -3.2% | -4.8% |
| 30D | -8.5% | +8.3% | -16.8% | -10.7% |
| 3M | -2.9% | +44.6% | -47.5% | -14.1% |
| 6M | -1.5% | +52.6% | -54.1% | -15.1% |
| YTD | +19.4% | +16.1% | +3.3% | +12.1% |
| 1Y | +22.9% | +37.3% | -14.3% | +8.1% |
| 3Y | +11.3% | +21.6% | -10.3% | -2.4% |
| All | -6.7% | -0.1% | -6.6% | -15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling