+154.6%
SBUX vs LIN
+417.8%
-263.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.3% |
| 7D | +4.9% | +2.0% | +2.9% | +3.8% |
| 30D | +21.2% | +7.9% | +13.3% | +15.9% |
| 3M | +5.7% | +6.3% | -0.6% | +1.8% |
| 6M | +6.0% | +6.5% | -0.5% | +1.6% |
| YTD | +32.9% | +23.6% | +9.4% | +15.5% |
| 1Y | +33.3% | +25.7% | +7.6% | +14.6% |
| 3Y | +13.0% | +35.6% | -22.6% | -8.0% |
| 5Y | +8.8% | +65.9% | -57.0% | -23.0% |
| 10Y | +154.6% | +412.1% | -257.4% | +3.0% |
| All | +154.6% | +417.8% | -263.2% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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