+42,297.2%
SBUX vs LH
+736.1%
+41,561.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.0% |
| 7D | -3.1% | -2.5% | -0.7% | -2.7% |
| 30D | -0.9% | +4.3% | -5.2% | -1.7% |
| 3M | +11.6% | +25.5% | -13.9% | +6.9% |
| 6M | +8.8% | +17.0% | -8.2% | +5.5% |
| YTD | +26.3% | +31.3% | -5.0% | +19.8% |
| 1Y | +23.1% | +20.0% | +3.2% | +18.6% |
| 3Y | +15.0% | +63.9% | -48.9% | +4.2% |
| 5Y | +0.4% | +30.9% | -30.5% | -5.8% |
| 10Y | +130.7% | +191.4% | -60.7% | +87.0% |
| All | +42,297.2% | +736.1% | +41,561.1% | +25,732.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling