+3,676.0%
STX vs ACN
+85.2%
+3,590.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -4.1% | +10.6% | +7.9% |
| 7D | +10.7% | -4.8% | +15.6% | +12.3% |
| 30D | +11.3% | +1.9% | +9.4% | +9.6% |
| 3M | +3.2% | +3.9% | -0.6% | -1.6% |
| 6M | +157.0% | -15.0% | +172.0% | +165.4% |
| YTD | +229.2% | -31.9% | +261.1% | +275.5% |
| 1Y | +381.8% | -28.5% | +410.4% | +426.4% |
| 3Y | +1,383.2% | -41.9% | +1,425.1% | +1,669.0% |
| 5Y | +1,144.9% | -42.9% | +1,187.7% | +1,377.8% |
| 10Y | +3,676.0% | +88.7% | +3,587.3% | +2,113.0% |
| All | +3,676.0% | +85.2% | +3,590.8% | +2,113.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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