+43,429.5%
SBUX vs KMB
+1,061.0%
+42,368.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -1.8% |
| 7D | +1.0% | -3.0% | +4.0% | +2.3% |
| 30D | +16.6% | +9.1% | +7.5% | +12.6% |
| 3M | -0.6% | -0.4% | -0.1% | -0.5% |
| 6M | +1.8% | +13.0% | -11.2% | -3.5% |
| YTD | +29.7% | +10.3% | +19.3% | +23.4% |
| 1Y | +26.1% | +8.2% | +17.8% | +20.9% |
| 3Y | +10.3% | +0.4% | +9.9% | +6.4% |
| 5Y | +7.6% | -2.7% | +10.3% | +4.3% |
| 10Y | +146.7% | +35.7% | +111.1% | +101.4% |
| All | +43,429.5% | +1,061.0% | +42,368.5% | +16,647.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling