+22.9%
SBUX vs KMX
+3.5%
+19.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.6% |
| 7D | -5.5% | -3.1% | -2.4% | -5.1% |
| 30D | -8.5% | +4.4% | -12.9% | -8.9% |
| 3M | -2.9% | +18.9% | -21.8% | -5.1% |
| 6M | -1.5% | +44.3% | -45.8% | -6.7% |
| YTD | +19.4% | +58.7% | -39.3% | +12.3% |
| 1Y | +22.9% | +0.1% | +22.8% | +16.7% |
| All | +22.9% | +3.5% | +19.5% | +16.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling