+123.9%
SBUX vs KMX
+11.6%
+112.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.8% |
| 7D | -5.5% | -3.1% | -2.4% | -4.7% |
| 30D | -8.5% | +4.4% | -12.9% | -9.6% |
| 3M | -2.9% | +18.9% | -21.8% | -8.1% |
| 6M | -1.5% | +44.3% | -45.8% | -12.7% |
| YTD | +19.4% | +58.7% | -39.3% | +2.5% |
| 1Y | +22.9% | +0.1% | +22.8% | +18.2% |
| 3Y | +11.3% | -24.4% | +35.7% | +13.0% |
| 5Y | -6.9% | -54.4% | +47.6% | +6.1% |
| All | +123.9% | +11.6% | +112.3% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 10y: compounded portfolio wealth divided by compounded KMX 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…
10y analysis · Full analysis span regression · 6 months rolling