+41.3%
SBUX vs LEN
-21.9%
+63.2%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +7.1% | -2.4% | +3.3% |
| 7D | +6.3% | +10.5% | -4.2% | +4.2% |
| 30D | +16.2% | +24.6% | -8.5% | +11.2% |
| 3M | +5.1% | +6.6% | -1.5% | +3.3% |
| 6M | +5.7% | +10.6% | -4.9% | +2.8% |
| YTD | +32.6% | -8.3% | +40.9% | +31.7% |
| 1Y | +41.3% | -22.5% | +63.8% | +49.4% |
| All | +41.3% | -21.9% | +63.2% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 1y: compounded portfolio wealth divided by compounded LEN 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…
1y analysis · Full analysis span regression · 6 months rolling