+4,647.6%
SBUX vs LII
+3,124.4%
+1,523.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.2% | -2.4% | -1.6% |
| 7D | -3.1% | -0.7% | -2.4% | -3.0% |
| 30D | -0.9% | -12.6% | +11.7% | +3.1% |
| 3M | +11.6% | -24.4% | +36.0% | +19.6% |
| 6M | +8.8% | -28.7% | +37.5% | +18.0% |
| YTD | +26.3% | -19.1% | +45.5% | +31.6% |
| 1Y | +23.1% | -29.7% | +52.8% | +33.3% |
| 3Y | +15.0% | +4.8% | +10.2% | +7.6% |
| 5Y | +0.4% | +24.6% | -24.2% | -12.4% |
| 10Y | +130.7% | +169.2% | -38.5% | +56.6% |
| All | +4,647.6% | +3,124.4% | +1,523.2% | +1,508.6% |
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