+42,297.2%
SBUX vs LIN
+10,891.3%
+31,405.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -0.9% |
| 7D | -3.1% | -2.1% | -1.0% | -2.2% |
| 30D | -0.9% | -2.4% | +1.5% | +0.2% |
| 3M | +11.6% | -5.6% | +17.2% | +14.2% |
| 6M | +8.8% | -3.4% | +12.2% | +9.8% |
| YTD | +26.3% | +13.1% | +13.2% | +18.7% |
| 1Y | +23.1% | +2.5% | +20.7% | +20.8% |
| 3Y | +15.0% | +27.6% | -12.6% | +2.0% |
| 5Y | +0.4% | +63.0% | -62.7% | -20.4% |
| 10Y | +130.7% | +359.3% | -228.6% | +17.3% |
| All | +42,297.2% | +10,891.3% | +31,405.9% | +8,697.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling