+7.6%
SBUX vs LTH
+174.8%
-167.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.2% | +1.8% | -1.4% |
| 7D | +1.0% | -4.6% | +5.7% | +2.2% |
| 30D | +16.6% | +14.8% | +1.8% | +12.9% |
| 3M | -0.6% | +3.9% | -4.5% | -1.6% |
| 6M | +1.8% | +35.5% | -33.7% | -5.5% |
| YTD | +29.7% | +71.3% | -41.6% | +13.1% |
| 1Y | +26.1% | +75.7% | -49.6% | +9.3% |
| 3Y | +10.3% | +231.9% | -221.7% | -19.1% |
| 5Y | +7.6% | +130.5% | -122.8% | -23.1% |
| All | +7.6% | +174.8% | -167.2% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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