+3.0%
SBUX vs LBRT
+6.0%
-2.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.4% | -6.1% | -1.2% |
| 7D | +1.7% | -29.1% | +30.8% | +4.5% |
| 30D | +12.6% | -38.4% | +51.0% | +17.2% |
| 3M | +0.8% | -40.1% | +40.9% | +4.9% |
| 6M | +0.2% | -62.9% | +63.1% | +8.8% |
| YTD | +27.4% | -34.5% | +62.0% | +28.5% |
| 1Y | +31.5% | -30.2% | +61.7% | +31.1% |
| 3Y | +9.3% | -37.5% | +46.7% | +5.5% |
| All | +3.0% | +6.0% | -2.9% | -6.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling