+324.1%
SBUX vs IQV
+492.3%
-168.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.2% | +0.8% | -1.2% |
| 7D | -3.9% | +0.3% | -4.2% | -4.1% |
| 30D | -2.8% | +8.6% | -11.4% | -5.9% |
| 3M | +8.2% | +41.1% | -32.9% | -6.1% |
| 6M | +4.3% | +48.6% | -44.3% | -12.4% |
| YTD | +23.3% | +15.0% | +8.3% | +13.6% |
| 1Y | +24.3% | +38.1% | -13.8% | +5.6% |
| 3Y | +15.5% | +21.4% | -5.9% | -1.0% |
| 5Y | -2.7% | -1.0% | -1.7% | -10.7% |
| 10Y | +128.8% | +233.0% | -104.1% | +26.5% |
| All | +324.1% | +492.3% | -168.2% | +103.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling