+16.3%
SBUX vs LBRT
+26.0%
-9.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.4% |
| 7D | -3.1% | +8.7% | -11.9% | -3.9% |
| 30D | -0.9% | +6.6% | -7.5% | -1.6% |
| 3M | +11.6% | -34.5% | +46.1% | +16.0% |
| 6M | +8.8% | -24.5% | +33.3% | +10.6% |
| YTD | +26.3% | +12.7% | +13.6% | +20.9% |
| 1Y | +23.1% | +94.8% | -71.7% | +6.4% |
| All | +16.3% | +26.0% | -9.6% | +4.4% |
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 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