+6.5%
ABNB vs STZ
-36.5%
+43.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.6% | +1.5% | -2.2% |
| 7D | -4.4% | -7.4% | +3.0% | -1.9% |
| 30D | -2.0% | -10.9% | +8.9% | +1.7% |
| 3M | +29.8% | -13.4% | +43.3% | +35.7% |
| 6M | +31.0% | -16.2% | +47.2% | +37.5% |
| YTD | +28.6% | -10.4% | +39.1% | +29.6% |
| 1Y | +40.1% | -14.8% | +54.8% | +43.6% |
| 3Y | +19.7% | -50.1% | +69.8% | +53.6% |
| 5Y | +6.5% | -38.8% | +45.3% | +13.3% |
| All | +6.5% | -36.5% | +43.0% | +13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling