+1,260.3%
STX vs ACI
+32.8%
+1,227.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -3.1% |
| 7D | +14.6% | +2.3% | +12.3% | +14.5% |
| 30D | -26.0% | +1.2% | -27.2% | -26.1% |
| 3M | -42.6% | +6.8% | -49.4% | -42.9% |
| 6M | -35.3% | -18.7% | -16.5% | -34.3% |
| YTD | +92.5% | -20.2% | +112.7% | +95.0% |
| 1Y | +102.4% | -23.7% | +126.1% | +106.4% |
| 3Y | +673.8% | -31.6% | +705.5% | +696.2% |
| 5Y | +463.1% | -42.8% | +505.8% | +493.2% |
| All | +1,260.3% | +32.8% | +1,227.5% | +1,130.4% |
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