+39.7%
GOOG vs STX
+333.0%
-293.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.7% | +5.3% | +1.9% |
| 7D | 0.0% | -2.3% | +2.3% | +0.2% |
| 30D | -2.0% | -5.5% | +3.5% | -1.6% |
| 3M | -5.9% | -4.3% | -1.6% | -6.5% |
| 6M | +8.9% | +115.6% | -106.7% | -4.3% |
| YTD | +7.1% | +202.2% | -195.1% | -11.2% |
| 1Y | +39.7% | +325.3% | -285.6% | +8.7% |
| All | +39.7% | +333.0% | -293.3% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 1y: compounded portfolio wealth divided by compounded STX 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…
1y analysis · Full analysis span regression · 6 months rolling