+277.1%
LRCX vs SBUX
+7.0%
+270.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.3% |
| 7D | +12.7% | +1.6% | +11.1% | +11.9% |
| 30D | -21.3% | +14.8% | -36.1% | -26.7% |
| 3M | -32.9% | -0.8% | -32.1% | -32.8% |
| 6M | -23.4% | +2.2% | -25.6% | -25.0% |
| YTD | +32.4% | +29.5% | +2.9% | +13.1% |
| 1Y | +48.0% | +27.0% | +21.0% | +27.5% |
| 3Y | +243.9% | +10.9% | +233.0% | +216.9% |
| All | +277.1% | +7.0% | +270.0% | +243.1% |
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 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