+104.7%
LLY vs SBUX
+18.0%
+86.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.7% |
| 7D | -2.1% | -3.1% | +1.0% | -1.7% |
| 30D | -1.6% | -0.9% | -0.7% | -1.5% |
| 3M | +2.3% | +11.6% | -9.3% | +0.4% |
| 6M | +14.9% | +8.8% | +6.1% | +12.9% |
| YTD | +7.5% | +26.3% | -18.8% | +3.0% |
| 1Y | +55.7% | +23.1% | +32.6% | +49.6% |
| All | +104.7% | +18.0% | +86.7% | +98.5% |
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