+101,992.3%
LRCX vs SBUX
+44,386.6%
+57,605.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.3% |
| 7D | +12.7% | +1.6% | +11.1% | +12.1% |
| 30D | -21.3% | +14.8% | -36.1% | -25.9% |
| 3M | -32.9% | -0.8% | -32.1% | -32.9% |
| 6M | -23.4% | +2.2% | -25.6% | -24.8% |
| YTD | +32.4% | +29.5% | +2.9% | +17.0% |
| 1Y | +48.0% | +27.0% | +21.0% | +31.7% |
| 3Y | +243.9% | +10.9% | +233.0% | +213.5% |
| 5Y | +280.6% | +7.4% | +273.2% | +252.6% |
| 10Y | +2,547.5% | +146.3% | +2,401.2% | +1,668.4% |
| All | +101,992.3% | +44,386.6% | +57,605.7% | +10,361.6% |
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