-2.7%
SBUX vs KMB
-9.5%
+6.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.4% | -1.9% |
| 7D | -3.9% | -2.7% | -1.2% | -3.2% |
| 30D | -2.8% | -5.0% | +2.2% | -1.6% |
| 3M | +8.2% | +6.6% | +1.6% | +6.4% |
| 6M | +4.3% | +1.0% | +3.3% | +3.7% |
| YTD | +23.3% | +6.0% | +17.4% | +20.9% |
| 1Y | +24.3% | -16.6% | +40.9% | +29.6% |
| 3Y | +15.5% | -8.6% | +24.1% | +14.5% |
| 5Y | -2.7% | -10.9% | +8.1% | -4.6% |
| All | -2.7% | -9.5% | +6.8% | -4.6% |
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