+13,058.0%
SBUX vs IRM
+9,772.9%
+3,285.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | +1.6% | +6.8% | -5.2% | -0.4% |
| 30D | +14.8% | +2.6% | +12.2% | +13.7% |
| 3M | -0.8% | -9.5% | +8.7% | +1.7% |
| 6M | +2.2% | -8.5% | +10.7% | +4.0% |
| YTD | +29.5% | +40.3% | -10.8% | +15.2% |
| 1Y | +27.0% | +28.7% | -1.7% | +15.9% |
| 3Y | +10.9% | +111.8% | -100.9% | -14.7% |
| 5Y | +7.4% | +189.1% | -181.7% | -25.6% |
| 10Y | +146.3% | +519.8% | -373.5% | +31.9% |
| All | +13,058.0% | +9,772.9% | +3,285.1% | +4,809.3% |
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