+17.9%
SBUX vs IRE
-85.1%
+103.0%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.5% |
| 7D | -5.5% | -4.5% | -1.0% | -5.5% |
| 30D | -8.5% | -7.8% | -0.6% | -8.4% |
| 3M | -2.9% | -60.0% | +57.1% | -2.6% |
| 6M | -1.5% | -48.3% | +46.8% | -2.1% |
| YTD | +19.4% | -54.5% | +73.8% | +18.4% |
| All | +17.9% | -85.1% | +103.0% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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