+42,297.2%
SBUX vs KMB
+1,036.9%
+41,260.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -0.6% |
| 7D | -3.1% | -3.0% | -0.1% | -1.9% |
| 30D | -0.9% | -5.5% | +4.6% | +1.3% |
| 3M | +11.6% | +14.0% | -2.4% | +5.6% |
| 6M | +8.8% | +4.1% | +4.7% | +6.4% |
| YTD | +26.3% | +8.0% | +18.3% | +21.3% |
| 1Y | +23.1% | -13.7% | +36.9% | +28.6% |
| 3Y | +15.0% | -5.9% | +20.9% | +14.0% |
| 5Y | +0.4% | -8.6% | +9.0% | -0.1% |
| 10Y | +130.7% | +17.3% | +113.4% | +100.2% |
| All | +42,297.2% | +1,036.9% | +41,260.3% | +16,363.8% |
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