+116.7%
SBUX vs LBRT
-16.2%
+133.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.5% | -2.4% |
| 7D | +1.0% | +13.8% | -12.8% | -0.3% |
| 30D | +16.6% | -32.4% | +49.0% | +20.8% |
| 3M | -0.6% | -39.9% | +39.3% | +4.1% |
| 6M | +1.8% | -60.8% | +62.6% | +10.8% |
| YTD | +29.7% | -29.3% | +59.0% | +30.9% |
| 1Y | +26.1% | -18.9% | +44.9% | +25.0% |
| 3Y | +10.3% | -28.0% | +38.2% | +7.4% |
| 5Y | +7.6% | +26.6% | -19.0% | -4.3% |
| All | +116.7% | -16.2% | +133.0% | +61.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling