+140.8%
LLY vs SBUX
+10.5%
+130.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.4% | +1.3% |
| 7D | +6.7% | +1.6% | +5.2% | +6.5% |
| 30D | +19.6% | +14.8% | +4.7% | +17.2% |
| 3M | +19.7% | -0.8% | +20.5% | +19.7% |
| 6M | +42.7% | +2.2% | +40.5% | +42.0% |
| YTD | +35.1% | +29.5% | +5.7% | +29.6% |
| 1Y | +42.2% | +27.0% | +15.2% | +36.7% |
| 3Y | +140.8% | +10.9% | +129.9% | +122.5% |
| All | +140.8% | +10.5% | +130.3% | +122.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling