-6.4%
SBUX vs KMX
-54.8%
+48.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.9% |
| 7D | -6.2% | -3.4% | -2.9% | -5.5% |
| 30D | -6.4% | +4.0% | -10.5% | -7.4% |
| 3M | +1.0% | +24.8% | -23.7% | -4.6% |
| 6M | -0.4% | +43.6% | -44.0% | -9.9% |
| YTD | +20.0% | +56.6% | -36.7% | +5.8% |
| 1Y | +22.8% | +2.2% | +20.5% | +18.5% |
| 3Y | +12.3% | -25.4% | +37.7% | +15.1% |
| 5Y | -6.4% | -55.0% | +48.6% | +6.8% |
| All | -6.4% | -54.8% | +48.4% | +6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling