+7.3%
SBUX vs LNT
+55.9%
-48.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.4% |
| 7D | +1.6% | +1.0% | +0.5% | +1.2% |
| 30D | +14.8% | +9.6% | +5.2% | +11.0% |
| 3M | -0.8% | +5.4% | -6.2% | -2.7% |
| 6M | +2.2% | +3.1% | -0.9% | +0.9% |
| YTD | +29.5% | +16.5% | +13.0% | +21.7% |
| 1Y | +27.0% | +12.3% | +14.7% | +21.1% |
| 3Y | +10.9% | +70.3% | -59.4% | -11.1% |
| All | +7.3% | +55.9% | -48.6% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 5y: compounded portfolio wealth divided by compounded LNT 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…
5y analysis · Full analysis span regression · 6 months rolling