+42,297.2%
SBUX vs LEN
+4,497.9%
+37,799.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.2% | -1.0% |
| 7D | -3.1% | -3.2% | +0.1% | -2.3% |
| 30D | -0.9% | -4.9% | +4.0% | +0.4% |
| 3M | +11.6% | -8.5% | +20.1% | +13.8% |
| 6M | +8.8% | -20.7% | +29.4% | +14.7% |
| YTD | +26.3% | -17.4% | +43.7% | +31.3% |
| 1Y | +23.1% | -38.2% | +61.4% | +37.9% |
| 3Y | +15.0% | -24.9% | +39.8% | +19.3% |
| 5Y | +0.4% | -11.4% | +11.8% | -1.8% |
| 10Y | +130.7% | +110.0% | +20.7% | +66.7% |
| All | +42,297.2% | +4,497.9% | +37,799.3% | +10,273.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling