+1,545.2%
LLY vs SBUX
+125.6%
+1,419.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.1% | -1.7% |
| 7D | -3.1% | -3.9% | +0.8% | -2.3% |
| 30D | -5.1% | -2.8% | -2.2% | -4.6% |
| 3M | -2.1% | +8.2% | -10.3% | -3.8% |
| 6M | +13.8% | +4.3% | +9.6% | +12.4% |
| YTD | +5.1% | +23.3% | -18.3% | -0.2% |
| 1Y | +53.1% | +24.3% | +28.8% | +44.7% |
| 3Y | +95.6% | +15.5% | +80.2% | +84.2% |
| 5Y | +361.5% | -2.7% | +364.2% | +346.1% |
| 10Y | +1,545.2% | +128.8% | +1,416.3% | +1,140.6% |
| All | +1,545.2% | +125.6% | +1,419.6% | +1,140.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling