+7.3%
SBUX vs IRM
+187.5%
-180.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | +1.6% | +6.8% | -5.2% | -0.5% |
| 30D | +14.8% | +2.6% | +12.2% | +13.7% |
| 3M | -0.8% | -9.5% | +8.7% | +1.8% |
| 6M | +2.2% | -8.5% | +10.7% | +4.1% |
| YTD | +29.5% | +40.3% | -10.8% | +13.2% |
| 1Y | +27.0% | +28.7% | -1.7% | +14.2% |
| 3Y | +10.9% | +111.8% | -100.9% | -21.8% |
| All | +7.3% | +187.5% | -180.2% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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