-6.4%
SBUX vs LEN
-13.7%
+7.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.7% | +0.3% |
| 7D | -6.2% | -7.8% | +1.5% | -3.8% |
| 30D | -6.4% | -11.0% | +4.6% | -3.0% |
| 3M | +1.0% | -12.8% | +13.8% | +5.0% |
| 6M | -0.4% | -20.2% | +19.8% | +6.1% |
| YTD | +20.0% | -23.0% | +43.0% | +28.4% |
| 1Y | +22.8% | -41.8% | +64.6% | +44.5% |
| 3Y | +12.3% | -28.8% | +41.1% | +14.8% |
| 5Y | -6.4% | -12.6% | +6.2% | -18.3% |
| All | -6.4% | -13.7% | +7.3% | -18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling