+11,614.3%
SBUX vs IVZ
+973.1%
+10,641.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.5% | -0.9% |
| 7D | +1.6% | +7.6% | -6.0% | -0.7% |
| 30D | +14.8% | +4.3% | +10.5% | +13.3% |
| 3M | -0.8% | -9.3% | +8.6% | +1.9% |
| 6M | +2.2% | +5.2% | -3.0% | -0.3% |
| YTD | +29.5% | +13.4% | +16.0% | +22.6% |
| 1Y | +27.0% | +25.4% | +1.6% | +16.4% |
| 3Y | +10.9% | +152.5% | -141.6% | -20.1% |
| 5Y | +7.4% | +36.7% | -29.3% | -8.8% |
| 10Y | +146.3% | +45.0% | +101.3% | +86.1% |
| All | +11,614.3% | +973.1% | +10,641.2% | +4,956.4% |
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