+145.4%
SBUX vs LII
+166.1%
-20.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.1% |
| 7D | +1.0% | -0.2% | +1.2% | +1.1% |
| 30D | +16.6% | -0.6% | +17.2% | +16.5% |
| 3M | -0.6% | -17.0% | +16.4% | +5.7% |
| 6M | +1.8% | -31.1% | +32.9% | +13.2% |
| YTD | +29.7% | -27.7% | +57.3% | +40.2% |
| 1Y | +26.1% | -26.2% | +52.2% | +35.1% |
| 3Y | +10.3% | -9.6% | +19.9% | +4.4% |
| 5Y | +7.6% | +15.7% | -8.0% | -11.7% |
| All | +145.4% | +166.1% | -20.7% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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