+34.8%
SBUX vs LCID
-95.8%
+130.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -7.8% | +5.8% | -1.4% |
| 7D | -6.3% | -9.3% | +3.1% | -5.6% |
| 30D | -3.9% | -35.4% | +31.5% | -0.9% |
| 3M | +3.3% | -17.1% | +20.4% | +3.1% |
| 6M | +1.4% | -58.9% | +60.4% | +6.6% |
| YTD | +21.0% | -59.6% | +80.6% | +26.8% |
| 1Y | +22.4% | -78.0% | +100.4% | +34.1% |
| 3Y | +13.2% | -92.7% | +105.9% | +29.5% |
| 5Y | -5.2% | -97.8% | +92.7% | +14.5% |
| All | +34.8% | -95.8% | +130.7% | +74.0% |
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