+14.8%
SBUX vs LDOS
+35.8%
-21.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.3% | +1.5% | +3.5% |
| 7D | +4.8% | -5.8% | +10.7% | +5.6% |
| 30D | +20.6% | +11.6% | +9.0% | +18.9% |
| 3M | +4.3% | -1.0% | +5.2% | +4.2% |
| 6M | +5.5% | +5.1% | +0.5% | +4.7% |
| YTD | +32.3% | -24.0% | +56.4% | +36.3% |
| 1Y | +31.2% | -30.3% | +61.4% | +37.1% |
| 3Y | +14.8% | +37.0% | -22.1% | +7.9% |
| All | +14.8% | +35.8% | -21.0% | +7.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling