+2,226.9%
STX vs ACI
+21.8%
+2,205.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.3% | +9.8% | +6.7% |
| 7D | +10.7% | -2.6% | +13.3% | +10.9% |
| 30D | +11.3% | +1.1% | +10.2% | +11.1% |
| 3M | +3.2% | -23.6% | +26.9% | +5.3% |
| 6M | +157.0% | -29.9% | +186.9% | +164.3% |
| YTD | +229.2% | -26.9% | +256.1% | +235.6% |
| 1Y | +381.8% | -34.2% | +416.1% | +398.6% |
| 3Y | +1,383.2% | -43.6% | +1,426.8% | +1,471.2% |
| 5Y | +1,144.9% | -42.4% | +1,187.3% | +1,186.6% |
| All | +2,226.9% | +21.8% | +2,205.1% | +2,017.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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