+1,493.1%
LITE vs SBUX
+146.3%
+1,346.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.3% | -4.4% |
| 7D | +10.8% | +1.6% | +9.2% | +10.1% |
| 30D | -33.4% | +14.8% | -48.3% | -38.0% |
| 3M | -32.2% | -0.8% | -31.4% | -32.3% |
| 6M | -42.1% | +2.2% | -44.3% | -43.5% |
| YTD | +61.9% | +29.5% | +32.4% | +38.9% |
| 1Y | +163.0% | +27.0% | +136.0% | +126.8% |
| 3Y | +1,358.0% | +10.9% | +1,347.1% | +1,224.3% |
| 5Y | +549.9% | +7.4% | +542.5% | +482.7% |
| All | +1,493.1% | +146.3% | +1,346.8% | +825.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling