+106.1%
SBUX vs LBRT
+38.7%
+67.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.9% | -6.3% | -2.8% |
| 7D | -3.9% | +6.9% | -10.8% | -4.6% |
| 30D | -2.8% | +7.8% | -10.6% | -3.7% |
| 3M | +8.2% | -25.3% | +33.5% | +10.8% |
| 6M | +4.3% | -19.6% | +23.8% | +5.4% |
| YTD | +23.3% | +17.2% | +6.2% | +18.9% |
| 1Y | +24.3% | +114.1% | -89.8% | +10.5% |
| 3Y | +15.5% | +27.0% | -11.6% | +6.5% |
| 5Y | -2.7% | +128.3% | -131.0% | -18.5% |
| All | +106.1% | +38.7% | +67.4% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded LBRT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling