+0.4%
SBUX vs LTH
+152.0%
-151.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.5% |
| 7D | -6.3% | -4.0% | -2.3% | -5.4% |
| 30D | -3.9% | -1.7% | -2.2% | -3.5% |
| 3M | +3.3% | +28.0% | -24.7% | -2.6% |
| 6M | +1.4% | +54.1% | -52.6% | -9.0% |
| YTD | +21.0% | +57.1% | -36.1% | +7.8% |
| 1Y | +22.4% | +45.8% | -23.4% | +10.8% |
| 3Y | +13.2% | +157.6% | -144.3% | -12.6% |
| All | +0.4% | +152.0% | -151.6% | -28.5% |
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