+20,682.0%
LLY vs SBUX
+43,697.3%
-23,015.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.7% |
| 7D | -4.5% | +1.7% | -6.2% | -4.8% |
| 30D | +13.9% | +12.6% | +1.3% | +11.7% |
| 3M | +13.8% | +0.8% | +12.9% | +13.5% |
| 6M | +37.6% | +0.2% | +37.4% | +37.4% |
| YTD | +26.6% | +27.4% | -0.8% | +21.1% |
| 1Y | +45.3% | +31.5% | +13.9% | +38.2% |
| 3Y | +132.2% | +9.3% | +123.0% | +123.9% |
| 5Y | +434.7% | +1.5% | +433.2% | +415.2% |
| 10Y | +2,084.3% | +147.9% | +1,936.4% | +1,688.0% |
| All | +20,682.0% | +43,697.3% | -23,015.2% | +8,652.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling