+4,873.5%
SBUX vs LII
+2,796.3%
+2,077.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.2% | +1.6% | +3.2% |
| 7D | +4.8% | -1.2% | +6.0% | +5.2% |
| 30D | +20.6% | -2.0% | +22.6% | +21.0% |
| 3M | +4.3% | -20.2% | +24.5% | +11.2% |
| 6M | +5.5% | -32.5% | +38.1% | +16.5% |
| YTD | +32.3% | -27.4% | +59.7% | +42.0% |
| 1Y | +31.2% | -28.2% | +59.3% | +41.2% |
| 3Y | +14.8% | -7.2% | +22.0% | +11.6% |
| 5Y | +8.0% | +19.9% | -12.0% | -4.9% |
| 10Y | +148.7% | +168.6% | -19.9% | +68.9% |
| All | +4,873.5% | +2,796.3% | +2,077.2% | +1,636.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling