+841.8%
SBUX vs LPLA
+1,049.8%
-208.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | +1.6% | -0.9% | +2.5% | +1.8% |
| 30D | +14.8% | -9.5% | +24.3% | +17.3% |
| 3M | -0.8% | -21.9% | +21.1% | +5.1% |
| 6M | +2.2% | -2.6% | +4.9% | +1.7% |
| YTD | +29.5% | -17.8% | +47.3% | +33.6% |
| 1Y | +27.0% | -21.2% | +48.2% | +32.4% |
| 3Y | +10.9% | +30.6% | -19.7% | -2.2% |
| 5Y | +7.4% | +81.3% | -73.9% | -16.8% |
| 10Y | +146.3% | +773.9% | -627.7% | +22.6% |
| All | +841.8% | +1,049.8% | -208.0% | +293.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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