+15.5%
SBUX vs LTH
+159.1%
-143.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.8% | -0.6% | -2.0% |
| 7D | -3.9% | +1.5% | -5.4% | -4.2% |
| 30D | -2.8% | -3.1% | +0.2% | -2.2% |
| 3M | +8.2% | +28.1% | -19.9% | +2.0% |
| 6M | +4.3% | +67.4% | -63.2% | -8.2% |
| YTD | +23.3% | +59.8% | -36.4% | +9.6% |
| 1Y | +24.3% | +45.6% | -21.3% | +12.6% |
| 3Y | +15.5% | +162.0% | -146.5% | -13.3% |
| All | +15.5% | +159.1% | -143.7% | -13.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling