+719.5%
SBUX vs KMI
+111.3%
+608.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.2% | -2.9% |
| 7D | -3.9% | -0.4% | -3.5% | -3.8% |
| 30D | -2.8% | +3.7% | -6.5% | -4.0% |
| 3M | +8.2% | +3.2% | +5.0% | +6.9% |
| 6M | +4.3% | -3.0% | +7.2% | +4.9% |
| YTD | +23.3% | +19.7% | +3.7% | +15.8% |
| 1Y | +24.3% | +25.6% | -1.3% | +14.6% |
| 3Y | +15.5% | +120.2% | -104.8% | -12.4% |
| 5Y | -2.7% | +160.5% | -163.2% | -30.5% |
| 10Y | +128.8% | +134.8% | -6.0% | +58.7% |
| All | +719.5% | +111.3% | +608.2% | +373.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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