-77.1%
PATH vs SBUX
+9.2%
-86.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.6% | -1.4% |
| 7D | -2.3% | +4.9% | -7.2% | -4.8% |
| 30D | -4.8% | +21.2% | -26.0% | -14.1% |
| 3M | -17.7% | +5.7% | -23.4% | -20.2% |
| 6M | +18.9% | +6.0% | +12.9% | +14.5% |
| YTD | -21.7% | +32.9% | -54.7% | -34.6% |
| 1Y | -9.6% | +33.3% | -42.9% | -25.2% |
| 3Y | -25.8% | +13.0% | -38.9% | -33.4% |
| 5Y | -77.1% | +8.8% | -85.9% | -82.4% |
| All | -77.1% | +9.2% | -86.3% | -82.4% |
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