-80.4%
PATH vs SBUX
+7.2%
-87.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.7% | -1.8% | +0.5% |
| 7D | -4.8% | +6.3% | -11.1% | -7.8% |
| 30D | +2.7% | +16.2% | -13.5% | -5.1% |
| 3M | -4.2% | +5.1% | -9.3% | -6.8% |
| 6M | +24.7% | +5.7% | +19.0% | +20.4% |
| YTD | -17.6% | +32.6% | -50.2% | -30.6% |
| 1Y | -5.3% | +41.3% | -46.7% | -23.8% |
| 3Y | -22.0% | +15.2% | -37.2% | -31.5% |
| 5Y | -76.5% | +10.1% | -86.6% | -82.3% |
| All | -80.4% | +7.2% | -87.6% | -86.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling