+2,898.2%
LITE vs SBUX
+134.9%
+2,763.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -3.2% | -15.4% | -17.1% |
| 7D | -44.6% | +0.6% | -45.2% | -44.7% |
| 30D | -55.0% | +10.5% | -65.5% | -57.3% |
| 3M | -38.3% | +0.7% | -39.0% | -38.8% |
| 6M | -48.8% | +2.3% | -51.1% | -50.0% |
| YTD | +38.3% | +28.4% | +9.9% | +20.1% |
| 1Y | +119.0% | +31.4% | +87.6% | +86.8% |
| 3Y | +1,092.0% | +11.5% | +1,080.5% | +985.2% |
| 5Y | +446.1% | +2.2% | +443.8% | +403.8% |
| 10Y | +1,381.7% | +149.7% | +1,232.0% | +869.8% |
| All | +2,898.2% | +134.9% | +2,763.3% | +1,962.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling