+22.9%
SBUX vs IVZ
+49.7%
-26.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.6% |
| 7D | -5.5% | -2.4% | -3.1% | -5.2% |
| 30D | -8.5% | +3.0% | -11.5% | -8.8% |
| 3M | -2.9% | +14.9% | -17.8% | -4.9% |
| 6M | -1.5% | +36.7% | -38.3% | -7.2% |
| YTD | +19.4% | +25.7% | -6.3% | +14.0% |
| 1Y | +22.9% | +47.7% | -24.7% | +12.2% |
| All | +22.9% | +49.7% | -26.7% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling