+4,690.3%
SBUX vs LII
+2,734.1%
+1,956.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.2% | -0.1% |
| 7D | +1.7% | -0.6% | +2.3% | +1.9% |
| 30D | +12.6% | -4.6% | +17.2% | +14.0% |
| 3M | +0.8% | -21.2% | +22.0% | +7.9% |
| 6M | +0.2% | -36.4% | +36.6% | +12.7% |
| YTD | +27.4% | -28.9% | +56.4% | +37.6% |
| 1Y | +31.5% | -29.5% | +61.0% | +42.3% |
| 3Y | +9.3% | -8.6% | +17.8% | +6.6% |
| 5Y | +1.5% | +20.2% | -18.7% | -10.7% |
| 10Y | +147.9% | +166.2% | -18.3% | +68.8% |
| All | +4,690.3% | +2,734.1% | +1,956.2% | +1,583.0% |
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