-5.2%
SBUX vs IRM
+190.5%
-195.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.7% |
| 7D | -6.3% | +3.0% | -9.3% | -7.2% |
| 30D | -3.9% | -5.2% | +1.4% | -2.3% |
| 3M | +3.3% | -8.0% | +11.3% | +5.6% |
| 6M | +1.4% | +9.2% | -7.7% | -2.6% |
| YTD | +21.0% | +41.0% | -20.0% | +5.8% |
| 1Y | +22.4% | +23.3% | -0.8% | +11.6% |
| 3Y | +13.2% | +102.8% | -89.6% | -18.8% |
| 5Y | -5.2% | +192.8% | -198.0% | -43.7% |
| All | -5.2% | +190.5% | -195.7% | -43.7% |
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