+2,053.0%
LLY vs SBUX
+146.7%
+1,906.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.2% |
| 7D | +4.6% | +1.0% | +3.5% | +4.4% |
| 30D | +22.4% | +16.6% | +5.8% | +18.4% |
| 3M | +17.1% | -0.6% | +17.7% | +17.2% |
| 6M | +44.6% | +1.8% | +42.8% | +43.8% |
| YTD | +33.5% | +29.7% | +3.8% | +25.4% |
| 1Y | +41.1% | +26.1% | +15.1% | +33.3% |
| 3Y | +143.8% | +10.3% | +133.5% | +132.8% |
| 5Y | +473.4% | +7.6% | +465.7% | +441.3% |
| All | +2,053.0% | +146.7% | +1,906.3% | +1,609.4% |
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