+232.7%
LITE vs SBUX
+38.6%
+194.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +4.7% | -12.6% | -8.4% |
| 7D | -31.4% | +6.3% | -37.7% | -31.9% |
| 30D | -42.6% | +16.2% | -58.8% | -43.9% |
| 3M | -26.2% | +5.1% | -31.3% | -26.0% |
| 6M | -35.8% | +5.7% | -41.5% | -35.5% |
| YTD | +70.0% | +32.6% | +37.4% | +59.4% |
| 1Y | +232.7% | +41.3% | +191.4% | +190.1% |
| All | +232.7% | +38.6% | +194.2% | +190.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 SBUX 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