-2.7%
SBUX vs LCID
-97.7%
+95.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -2.3% |
| 7D | -3.9% | +1.8% | -5.7% | -4.0% |
| 30D | -2.8% | -34.2% | +31.4% | +0.6% |
| 3M | +8.2% | -9.1% | +17.3% | +7.1% |
| 6M | +4.3% | -52.6% | +56.9% | +9.3% |
| YTD | +23.3% | -56.2% | +79.5% | +29.7% |
| 1Y | +24.3% | -74.9% | +99.2% | +37.4% |
| 3Y | +15.5% | -92.1% | +107.5% | +36.0% |
| 5Y | -2.7% | -97.6% | +94.8% | +27.6% |
| All | -2.7% | -97.7% | +95.0% | +27.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling