+11,330.0%
SBUX vs IVZ
+1,117.8%
+10,212.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.6% |
| 7D | -3.1% | +0.6% | -3.8% | -3.4% |
| 30D | -0.9% | +4.0% | -4.9% | -2.1% |
| 3M | +11.6% | +18.2% | -6.6% | +5.5% |
| 6M | +8.8% | +32.8% | -24.0% | -1.3% |
| YTD | +26.3% | +28.7% | -2.4% | +15.3% |
| 1Y | +23.1% | +55.4% | -32.2% | +5.8% |
| 3Y | +15.0% | +135.2% | -120.3% | -15.3% |
| 5Y | +0.4% | +64.2% | -63.8% | -19.6% |
| 10Y | +130.7% | +64.6% | +66.1% | +67.7% |
| All | +11,330.0% | +1,117.8% | +10,212.2% | +4,657.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling