+901.5%
LITE vs SBUX
+0.4%
+901.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.3% | +5.3% | +4.6% |
| 7D | -1.5% | -3.1% | +1.6% | 0.0% |
| 30D | +6.7% | -0.9% | +7.5% | +7.2% |
| 3M | -6.8% | +11.6% | -18.4% | -12.3% |
| 6M | +29.4% | +8.8% | +20.7% | +22.8% |
| YTD | +139.1% | +26.3% | +112.8% | +110.0% |
| 1Y | +521.0% | +23.1% | +497.9% | +449.2% |
| 3Y | +1,535.3% | +15.0% | +1,520.3% | +1,387.2% |
| All | +901.5% | +0.4% | +901.1% | +793.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling