+124.7%
LITE vs SBUX
+30.9%
+93.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.7% | +6.4% | +5.7% |
| 7D | -35.9% | +1.7% | -37.6% | -35.7% |
| 30D | -51.5% | +12.6% | -64.2% | -51.6% |
| 3M | -35.7% | +0.8% | -36.5% | -34.8% |
| 6M | -43.0% | +0.2% | -43.1% | -41.6% |
| YTD | +46.1% | +27.4% | +18.7% | +51.0% |
| 1Y | +124.7% | +31.5% | +93.2% | +134.5% |
| All | +124.7% | +30.9% | +93.8% | +134.5% |
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