+145.0%
SBUX vs KMB
+39.0%
+106.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.9% |
| 7D | +1.6% | +0.9% | +0.7% | +1.3% |
| 30D | +14.8% | +10.1% | +4.7% | +11.2% |
| 3M | -0.8% | 0.0% | -0.8% | -1.0% |
| 6M | +2.2% | +15.7% | -13.5% | -2.8% |
| YTD | +29.5% | +12.6% | +16.8% | +23.5% |
| 1Y | +27.0% | +10.1% | +16.9% | +22.1% |
| 3Y | +10.9% | +2.1% | +8.8% | +6.6% |
| 5Y | +7.4% | -0.7% | +8.1% | +3.6% |
| All | +145.0% | +39.0% | +106.0% | +114.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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