+42,297.2%
SBUX vs LMT
+9,558.5%
+32,738.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.2% | -0.8% |
| 7D | -3.1% | -6.3% | +3.1% | -1.2% |
| 30D | -0.9% | -8.5% | +7.6% | +1.7% |
| 3M | +11.6% | +1.8% | +9.8% | +10.3% |
| 6M | +8.8% | -19.9% | +28.7% | +15.6% |
| YTD | +26.3% | +10.6% | +15.7% | +20.8% |
| 1Y | +23.1% | +17.9% | +5.2% | +14.9% |
| 3Y | +15.0% | +27.0% | -12.0% | +2.8% |
| 5Y | +0.4% | +68.7% | -68.3% | -20.0% |
| 10Y | +130.7% | +181.1% | -50.4% | +53.5% |
| All | +42,297.2% | +9,558.5% | +32,738.7% | +11,751.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling