-2.7%
LQD vs SBUX
+21.6%
-24.2%
-4.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | 0.0% |
| 7D | -1.1% | -5.5% | +4.4% | -0.9% |
| 30D | -1.3% | -8.5% | +7.2% | -1.0% |
| 3M | -3.2% | -2.9% | -0.3% | -3.2% |
| 6M | -2.1% | -1.5% | -0.6% | -2.3% |
| YTD | -2.4% | +19.4% | -21.7% | -3.4% |
| 1Y | -2.7% | +22.9% | -25.6% | -3.8% |
| All | -2.7% | +21.6% | -24.2% | -3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling