+42,297.2%
SBUX vs LNT
+1,857.3%
+40,439.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.3% |
| 7D | -3.1% | -0.1% | -3.0% | -3.1% |
| 30D | -0.9% | -3.2% | +2.3% | +0.4% |
| 3M | +11.6% | -4.1% | +15.7% | +13.4% |
| 6M | +8.8% | -4.6% | +13.4% | +10.6% |
| YTD | +26.3% | +7.0% | +19.3% | +22.1% |
| 1Y | +23.1% | +8.3% | +14.8% | +18.3% |
| 3Y | +15.0% | +51.0% | -36.0% | -5.2% |
| 5Y | +0.4% | +30.2% | -29.8% | -12.9% |
| 10Y | +130.7% | +143.6% | -12.9% | +51.1% |
| All | +42,297.2% | +1,857.3% | +40,439.9% | +13,047.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling