+12.8%
SBUX vs KMX
-26.3%
+39.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.5% | -1.8% |
| 7D | -6.3% | -1.9% | -4.4% | -5.9% |
| 30D | -3.9% | +2.6% | -6.4% | -4.4% |
| 3M | +3.3% | +25.6% | -22.3% | -2.1% |
| 6M | +1.4% | +41.9% | -40.4% | -7.2% |
| YTD | +21.0% | +56.0% | -35.1% | +7.9% |
| 1Y | +22.4% | -1.8% | +24.2% | +20.8% |
| All | +12.8% | -26.3% | +39.1% | +13.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling