+53.1%
LLY vs SBUX
+22.4%
+30.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.1% | -2.0% |
| 7D | -3.1% | -3.9% | +0.8% | -2.7% |
| 30D | -5.1% | -2.8% | -2.2% | -4.9% |
| 3M | -2.1% | +8.2% | -10.3% | -2.8% |
| 6M | +13.8% | +4.3% | +9.6% | +12.7% |
| YTD | +5.1% | +23.3% | -18.3% | +3.7% |
| 1Y | +53.1% | +24.3% | +28.8% | +51.3% |
| All | +53.1% | +22.4% | +30.8% | +51.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling