+361.6%
LRCX vs SBUX
+11.3%
+350.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | -3.1% | -5.5% | +2.4% | -1.1% |
| 30D | -8.6% | -8.5% | -0.1% | -5.6% |
| 3M | -17.7% | -2.9% | -14.8% | -17.1% |
| 6M | +36.4% | -1.5% | +37.9% | +36.0% |
| YTD | +74.5% | +19.4% | +55.2% | +61.4% |
| 1Y | +159.4% | +22.9% | +136.5% | +136.4% |
| 3Y | +361.6% | +11.3% | +350.3% | +356.1% |
| All | +361.6% | +11.3% | +350.3% | +356.1% |
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