+31.5%
SBUX vs LBRT
-31.1%
+62.6%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.4% | -6.1% | -0.5% |
| 7D | +1.7% | -29.1% | +30.8% | +0.3% |
| 30D | +12.6% | -38.4% | +51.0% | +10.7% |
| 3M | +0.8% | -40.1% | +40.9% | -0.9% |
| 6M | +0.2% | -62.9% | +63.1% | -3.1% |
| YTD | +27.4% | -34.5% | +62.0% | +26.0% |
| 1Y | +31.5% | -30.2% | +61.7% | +31.0% |
| All | +31.5% | -31.1% | +62.6% | +31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling