+29.1%
ABNB vs STZ
-21.8%
+50.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.4% | +2.9% |
| 7D | -1.7% | +2.6% | -4.3% | -2.4% |
| 30D | +11.8% | +15.2% | -3.4% | +7.0% |
| 3M | +0.9% | +7.6% | -6.8% | -1.6% |
| 6M | +40.5% | +5.3% | +35.2% | +37.6% |
| YTD | +37.6% | +8.6% | +29.0% | +30.6% |
| 1Y | +54.1% | +15.6% | +38.6% | +42.6% |
| 3Y | +56.8% | -35.2% | +91.9% | +77.1% |
| 5Y | -9.6% | -29.1% | +19.5% | -1.1% |
| All | +29.1% | -21.8% | +50.9% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 10y: compounded portfolio wealth divided by compounded STZ 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…
10y analysis · Full analysis span regression · 6 months rolling