-75.9%
PATH vs SBUX
+9.1%
-85.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.7% | -1.8% | +0.4% |
| 7D | -4.8% | +6.3% | -11.1% | -7.9% |
| 30D | +2.7% | +16.2% | -13.5% | -5.3% |
| 3M | -4.2% | +5.1% | -9.3% | -6.9% |
| 6M | +24.7% | +5.7% | +19.0% | +20.3% |
| YTD | -17.6% | +32.6% | -50.2% | -31.0% |
| 1Y | -5.3% | +41.3% | -46.7% | -24.4% |
| 3Y | -22.0% | +15.2% | -37.2% | -31.5% |
| All | -75.9% | +9.1% | -85.0% | -81.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling