+372.0%
LLY vs SBUX
+0.4%
+371.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +0.5% |
| 6M | +14.9% | +8.8% | +6.1% | +13.1% |
| YTD | +7.5% | +26.3% | -18.8% | +3.3% |
| 1Y | +55.7% | +23.1% | +32.6% | +49.9% |
| 3Y | +110.6% | +15.0% | +95.6% | +102.8% |
| All | +372.0% | +0.4% | +371.6% | +350.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling