+1,402.3%
LITE vs SBUX
+144.4%
+1,257.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.7% | +6.4% | +6.0% |
| 7D | -35.9% | +1.7% | -37.6% | -36.5% |
| 30D | -51.5% | +12.6% | -64.2% | -54.6% |
| 3M | -35.7% | +0.8% | -36.5% | -36.3% |
| 6M | -43.0% | +0.2% | -43.1% | -43.8% |
| YTD | +46.1% | +27.4% | +18.7% | +26.2% |
| 1Y | +124.7% | +31.5% | +93.2% | +89.5% |
| 3Y | +1,172.1% | +9.3% | +1,162.8% | +1,062.8% |
| 5Y | +477.0% | +1.5% | +475.5% | +432.4% |
| All | +1,402.3% | +144.4% | +1,257.9% | +705.8% |
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