+1,103.8%
LITE vs SBUX
+11.3%
+1,092.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -3.2% | -15.4% | -17.3% |
| 7D | -44.6% | +0.6% | -45.2% | -44.6% |
| 30D | -55.0% | +10.5% | -65.5% | -57.1% |
| 3M | -38.3% | +0.7% | -39.0% | -38.6% |
| 6M | -48.8% | +2.3% | -51.1% | -49.8% |
| YTD | +38.3% | +28.4% | +9.9% | +20.6% |
| 1Y | +119.0% | +31.4% | +87.6% | +87.2% |
| All | +1,103.8% | +11.3% | +1,092.5% | +1,136.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling