+7.3%
SBUX vs KMX
-64.6%
+71.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.5% |
| 7D | +1.6% | +3.4% | -1.8% | +0.8% |
| 30D | +14.8% | +6.8% | +8.0% | +13.0% |
| 3M | -0.8% | -11.4% | +10.6% | +1.7% |
| 6M | +2.2% | +43.6% | -41.3% | -7.3% |
| YTD | +29.5% | +37.7% | -8.3% | +17.2% |
| 1Y | +27.0% | +53.0% | -25.9% | +11.7% |
| 3Y | +10.9% | -16.3% | +27.2% | +10.4% |
| All | +7.3% | -64.6% | +71.9% | +34.6% |
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