+1,972.8%
STX vs BA
+24.8%
+1,948.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | +14.6% | -1.1% | +15.7% | +15.0% |
| 30D | -26.0% | -7.1% | -18.8% | -24.6% |
| 3M | -42.6% | -25.5% | -17.1% | -37.7% |
| 6M | -35.3% | -28.7% | -6.5% | -29.3% |
| YTD | +92.5% | -21.0% | +113.5% | +103.2% |
| 1Y | +102.4% | -11.9% | +114.3% | +106.2% |
| 3Y | +673.8% | -16.2% | +690.0% | +674.2% |
| 5Y | +463.1% | -22.4% | +485.4% | +458.6% |
| All | +1,972.8% | +24.8% | +1,948.0% | +1,236.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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