+41,298.9%
SBUX vs LMT
+9,758.4%
+31,540.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.1% | -4.4% | -3.0% |
| 7D | -3.9% | -1.5% | -2.4% | -3.5% |
| 30D | -2.8% | -8.2% | +5.4% | -0.4% |
| 3M | +8.2% | +3.7% | +4.5% | +6.3% |
| 6M | +4.3% | -19.2% | +23.4% | +10.5% |
| YTD | +23.3% | +12.9% | +10.5% | +17.2% |
| 1Y | +24.3% | +19.8% | +4.5% | +15.5% |
| 3Y | +15.5% | +37.3% | -21.8% | +0.7% |
| 5Y | -2.7% | +74.4% | -77.1% | -23.3% |
| 10Y | +128.8% | +188.9% | -60.1% | +50.9% |
| All | +41,298.9% | +9,758.4% | +31,540.4% | +11,397.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded LMT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling