+123.9%
SBUX vs LNG
+562.2%
-438.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -5.5% | -4.7% | -0.8% | -4.5% |
| 30D | -8.5% | +3.8% | -12.3% | -9.3% |
| 3M | -2.9% | +16.2% | -19.1% | -6.5% |
| 6M | -1.5% | +11.7% | -13.2% | -4.8% |
| YTD | +19.4% | +44.2% | -24.8% | +8.2% |
| 1Y | +22.9% | +18.6% | +4.4% | +16.7% |
| 3Y | +11.3% | +77.4% | -66.1% | -5.4% |
| 5Y | -6.9% | +232.3% | -239.1% | -34.3% |
| All | +123.9% | +562.2% | -438.3% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LNG.
Daily Out/Under-Performance
Portfolio return minus LNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNG 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 LNG 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