+22.2%
LQD vs SBUX
+127.2%
-105.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | 0.0% |
| 7D | -1.1% | -5.5% | +4.4% | -0.7% |
| 30D | -1.3% | -8.5% | +7.2% | -0.7% |
| 3M | -3.2% | -2.9% | -0.3% | -3.1% |
| 6M | -2.1% | -1.5% | -0.6% | -2.2% |
| YTD | -2.4% | +19.4% | -21.7% | -3.7% |
| 1Y | -2.7% | +22.9% | -25.6% | -4.3% |
| 3Y | +14.2% | +11.3% | +2.9% | +12.1% |
| 5Y | -5.8% | -6.9% | +1.0% | -7.1% |
| All | +22.2% | +127.2% | -105.0% | +14.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling