+4.0%
SBUX vs KMB
-0.6%
+4.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.2% |
| 7D | +1.7% | +0.5% | +1.2% | +1.5% |
| 30D | +12.6% | +12.4% | +0.3% | +9.3% |
| 3M | +0.8% | +1.0% | -0.2% | +0.4% |
| 6M | +0.2% | +12.1% | -12.0% | -2.9% |
| YTD | +27.4% | +11.6% | +15.8% | +23.2% |
| 1Y | +31.5% | +13.1% | +18.4% | +26.6% |
| 3Y | +9.3% | +1.6% | +7.7% | +4.5% |
| All | +4.0% | -0.6% | +4.6% | -0.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling