+2,006.3%
LLY vs SBUX
+155.2%
+1,851.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.8% | +0.5% | +3.4% |
| 7D | +0.1% | +4.8% | -4.8% | -0.9% |
| 30D | +19.7% | +20.6% | -0.9% | +15.0% |
| 3M | +19.3% | +4.3% | +15.0% | +18.1% |
| 6M | +49.3% | +5.5% | +43.8% | +47.3% |
| YTD | +32.0% | +32.3% | -0.3% | +23.5% |
| 1Y | +53.7% | +31.2% | +22.6% | +44.0% |
| 3Y | +143.7% | +14.8% | +128.9% | +130.6% |
| 5Y | +463.9% | +8.0% | +455.9% | +432.7% |
| 10Y | +2,006.3% | +148.7% | +1,857.6% | +1,561.4% |
| All | +2,006.3% | +155.2% | +1,851.2% | +1,561.4% |
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