-78.0%
PATH vs SBUX
+2.1%
-80.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.3% | -15.4% | -16.0% |
| 7D | -16.3% | -3.1% | -13.2% | -14.9% |
| 30D | +9.9% | -0.9% | +10.8% | +10.3% |
| 3M | +30.2% | +11.6% | +18.6% | +22.6% |
| 6M | +37.2% | +8.8% | +28.4% | +29.4% |
| YTD | -7.3% | +26.3% | -33.6% | -19.9% |
| 1Y | +40.0% | +23.1% | +16.9% | +21.1% |
| 3Y | -4.4% | +15.0% | -19.4% | -17.9% |
| 5Y | -76.0% | +0.4% | -76.4% | -81.4% |
| All | -78.0% | +2.1% | -80.1% | -83.8% |
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