+48.1%
SBUX vs LCID
-96.4%
+144.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.1% |
| 7D | +0.2% | +8.9% | -8.7% | -0.5% |
| 30D | +19.1% | +6.8% | +12.2% | +18.2% |
| 3M | +3.6% | -45.2% | +48.8% | +7.7% |
| 6M | +5.1% | -39.1% | +44.3% | +6.9% |
| YTD | +32.9% | -65.3% | +98.1% | +40.3% |
| 1Y | +30.4% | -78.4% | +108.8% | +42.7% |
| 3Y | +13.0% | -90.3% | +103.3% | +26.4% |
| 5Y | +10.5% | -99.2% | +109.7% | +37.2% |
| All | +48.1% | -96.4% | +144.5% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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