+123.9%
SBUX vs LH
+183.3%
-59.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -1.1% |
| 7D | -5.5% | -4.7% | -0.8% | -3.6% |
| 30D | -8.5% | -3.5% | -5.0% | -7.2% |
| 3M | -2.9% | +17.7% | -20.6% | -9.6% |
| 6M | -1.5% | +15.8% | -17.3% | -7.9% |
| YTD | +19.4% | +25.1% | -5.7% | +7.7% |
| 1Y | +22.9% | +12.5% | +10.4% | +15.7% |
| 3Y | +11.3% | +59.8% | -48.5% | -11.5% |
| 5Y | -6.9% | +27.1% | -33.9% | -19.5% |
| All | +123.9% | +183.3% | -59.4% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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