+145.0%
SBUX vs LDOS
+226.9%
-82.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.3% | 0.0% |
| 7D | +1.6% | -1.6% | +3.2% | +2.1% |
| 30D | +14.8% | +8.2% | +6.6% | +11.9% |
| 3M | -0.8% | -8.2% | +7.4% | +1.6% |
| 6M | +2.2% | +5.8% | -3.6% | -0.7% |
| YTD | +29.5% | -27.0% | +56.4% | +40.8% |
| 1Y | +27.0% | -31.0% | +58.0% | +40.9% |
| 3Y | +10.9% | +29.3% | -18.3% | -6.8% |
| 5Y | +7.4% | +48.7% | -41.3% | -17.0% |
| All | +145.0% | +226.9% | -82.0% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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