+125.3%
LITE vs SBUX
+31.0%
+94.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.2% | -1.8% |
| 7D | -13.9% | +4.9% | -18.9% | -14.0% |
| 30D | -46.9% | +21.2% | -68.1% | -47.6% |
| 3M | -28.0% | +5.7% | -33.7% | -27.5% |
| 6M | -35.2% | +6.0% | -41.2% | -34.4% |
| YTD | +58.9% | +32.9% | +25.9% | +61.4% |
| 1Y | +125.3% | +33.3% | +92.0% | +128.0% |
| All | +125.3% | +31.0% | +94.3% | +128.0% |
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 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