+10.9%
SBUX vs LBRT
-27.1%
+38.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.3% |
| 7D | +1.6% | +9.2% | -7.6% | +0.8% |
| 30D | +14.8% | -27.5% | +42.3% | +17.5% |
| 3M | -0.8% | -37.9% | +37.1% | +2.8% |
| 6M | +2.2% | -60.7% | +62.9% | +10.6% |
| YTD | +29.5% | -28.5% | +58.0% | +28.1% |
| 1Y | +27.0% | -13.2% | +40.2% | +21.6% |
| 3Y | +10.9% | -28.8% | +39.7% | +1.8% |
| All | +10.9% | -27.1% | +38.0% | +1.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling