+12,738.6%
SBUX vs IRM
+9,964.6%
+2,774.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -2.9% | -1.8% |
| 7D | -3.1% | -0.5% | -2.7% | -3.0% |
| 30D | -0.9% | -8.1% | +7.2% | +1.5% |
| 3M | +11.6% | -9.7% | +21.3% | +14.5% |
| 6M | +8.8% | +10.0% | -1.2% | +4.9% |
| YTD | +26.3% | +43.0% | -16.7% | +12.2% |
| 1Y | +23.1% | +32.7% | -9.5% | +11.3% |
| 3Y | +15.0% | +102.7% | -87.8% | -10.2% |
| 5Y | +0.4% | +187.6% | -187.2% | -30.2% |
| 10Y | +130.7% | +420.1% | -289.4% | +29.8% |
| All | +12,738.6% | +9,964.6% | +2,774.0% | +4,679.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling