+146.1%
LITE vs SBUX
+25.5%
+120.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.4% | -1.2% | -3.2% |
| 7D | +22.6% | +1.0% | +21.5% | +22.4% |
| 30D | -36.8% | +16.6% | -53.4% | -37.4% |
| 3M | -33.0% | -0.6% | -32.4% | -31.8% |
| 6M | -37.1% | +1.8% | -38.9% | -35.6% |
| YTD | +69.5% | +29.7% | +39.8% | +71.2% |
| 1Y | +146.1% | +26.1% | +120.1% | +146.3% |
| All | +146.1% | +25.5% | +120.6% | +146.3% |
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