+40.8%
SBUX vs LCID
-95.4%
+136.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -1.4% |
| 7D | -3.1% | -6.6% | +3.5% | -2.7% |
| 30D | -0.9% | -30.1% | +29.3% | +1.6% |
| 3M | +11.6% | -17.6% | +29.2% | +11.5% |
| 6M | +8.8% | -54.4% | +63.2% | +13.4% |
| YTD | +26.3% | -55.7% | +82.0% | +31.5% |
| 1Y | +23.1% | -71.0% | +94.2% | +31.9% |
| 3Y | +15.0% | -92.6% | +107.6% | +31.5% |
| 5Y | +0.4% | -97.6% | +98.0% | +20.4% |
| All | +40.8% | -95.4% | +136.2% | +80.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling