-6.1%
PATH vs SBUX
+15.5%
-21.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.3% | -15.4% | -16.4% |
| 7D | -16.3% | -3.1% | -13.2% | -15.7% |
| 30D | +9.9% | -0.9% | +10.8% | +10.1% |
| 3M | +30.2% | +11.6% | +18.6% | +27.0% |
| 6M | +37.2% | +8.8% | +28.4% | +34.0% |
| YTD | -7.3% | +26.3% | -33.6% | -12.9% |
| 1Y | +40.0% | +23.1% | +16.9% | +31.7% |
| All | -6.1% | +15.5% | -21.6% | -7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling