+138,778.1%
LRCX vs SBUX
+43,306.7%
+95,471.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.3% | +6.4% | +5.7% |
| 7D | +1.9% | -3.1% | +5.0% | +3.3% |
| 30D | +0.1% | -0.9% | +1.0% | +0.4% |
| 3M | -8.5% | +11.6% | -20.1% | -13.1% |
| 6M | +38.1% | +8.8% | +29.3% | +32.1% |
| YTD | +80.1% | +26.3% | +53.8% | +61.3% |
| 1Y | +208.1% | +23.1% | +184.9% | +178.0% |
| 3Y | +350.2% | +15.0% | +335.3% | +304.8% |
| 5Y | +430.7% | +0.4% | +430.3% | +406.6% |
| 10Y | +3,633.2% | +130.7% | +3,502.5% | +2,468.6% |
| All | +138,778.1% | +43,306.7% | +95,471.4% | +14,331.0% |
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 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