-81.1%
PATH vs SBUX
+3.8%
-84.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.2% | -0.5% | -2.1% |
| 7D | -5.6% | +0.6% | -6.2% | -5.9% |
| 30D | -0.7% | +10.5% | -11.1% | -5.8% |
| 3M | -5.9% | +0.7% | -6.6% | -6.4% |
| 6M | +21.6% | +2.3% | +19.2% | +19.3% |
| YTD | -20.6% | +28.4% | -49.0% | -32.0% |
| 1Y | -10.6% | +31.4% | -41.9% | -25.0% |
| 3Y | -24.9% | +11.5% | -36.4% | -32.9% |
| 5Y | -76.8% | +2.2% | -79.1% | -82.1% |
| All | -81.1% | +3.8% | -84.9% | -86.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 10y: compounded portfolio wealth divided by compounded SBUX 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…
10y analysis · Full analysis span regression · 6 months rolling