-21.8%
PATH vs SBUX
+10.5%
-32.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.1% |
| 7D | -5.3% | +1.7% | -7.0% | -5.6% |
| 30D | -0.5% | +12.6% | -13.2% | -2.9% |
| 3M | -7.1% | +0.8% | -8.0% | -7.3% |
| 6M | +23.8% | +0.2% | +23.6% | +23.6% |
| YTD | -20.7% | +27.4% | -48.1% | -25.1% |
| 1Y | -8.1% | +31.5% | -39.5% | -14.1% |
| 3Y | -21.8% | +9.3% | -31.1% | -13.1% |
| All | -21.8% | +10.5% | -32.3% | -13.1% |
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