+25.8%
SBUX vs IRE
-97.2%
+123.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +39.6% | -40.3% | -0.7% |
| 7D | +1.7% | -27.2% | +28.9% | +1.7% |
| 30D | +12.6% | -75.1% | +87.8% | +12.7% |
| 3M | +0.8% | -77.9% | +78.7% | +0.9% |
| 6M | +0.2% | -94.6% | +94.8% | +0.7% |
| YTD | +27.4% | -91.5% | +119.0% | +26.5% |
| 1Y | +31.5% | -97.8% | +129.3% | +33.4% |
| All | +25.8% | -97.2% | +123.1% | +26.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling