+6,168.1%
SBUX vs KMX
+450.6%
+5,717.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.3% | +1.9% | -1.6% |
| 7D | -3.9% | -0.7% | -3.2% | -3.8% |
| 30D | -2.8% | +4.1% | -6.9% | -3.6% |
| 3M | +8.2% | +27.5% | -19.3% | +2.9% |
| 6M | +4.3% | +43.6% | -39.3% | -3.6% |
| YTD | +23.3% | +56.8% | -33.4% | +11.9% |
| 1Y | +24.3% | -1.3% | +25.6% | +21.1% |
| 3Y | +15.5% | -25.4% | +40.8% | +16.7% |
| 5Y | -2.7% | -53.9% | +51.2% | +4.4% |
| 10Y | +128.8% | +0.7% | +128.2% | +108.8% |
| All | +6,168.1% | +450.6% | +5,717.5% | +3,277.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling