+41.3%
SBUX vs LVS
-31.5%
+72.9%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +6.5% | -1.8% | +3.2% |
| 7D | +6.3% | +13.4% | -7.1% | +3.3% |
| 30D | +16.2% | +12.2% | +4.0% | +13.1% |
| 3M | +5.1% | -10.7% | +15.9% | +7.2% |
| 6M | +5.7% | -19.8% | +25.6% | +9.8% |
| YTD | +32.6% | -35.8% | +68.4% | +44.7% |
| 1Y | +41.3% | -31.8% | +73.1% | +50.4% |
| All | +41.3% | -31.5% | +72.9% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 1y: compounded portfolio wealth divided by compounded LVS 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…
1y analysis · Full analysis span regression · 6 months rolling