+111.1%
SBUX vs LBRT
+33.5%
+77.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.4% |
| 7D | -3.1% | +8.7% | -11.9% | -4.0% |
| 30D | -0.9% | +6.6% | -7.5% | -1.7% |
| 3M | +11.6% | -34.5% | +46.1% | +15.9% |
| 6M | +8.8% | -24.5% | +33.3% | +10.8% |
| YTD | +26.3% | +12.7% | +13.6% | +22.3% |
| 1Y | +23.1% | +94.8% | -71.7% | +10.7% |
| 3Y | +15.0% | +31.9% | -16.9% | +5.6% |
| 5Y | +0.4% | +111.8% | -111.5% | -15.3% |
| All | +111.1% | +33.5% | +77.6% | +50.4% |
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