+1,019.5%
STX vs BA
-1.7%
+1,021.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.8% | +5.5% | +6.1% |
| 7D | +2.4% | +1.2% | +1.2% | +2.0% |
| 30D | +1.4% | -11.6% | +13.0% | +5.4% |
| 3M | -8.2% | -2.4% | -5.8% | -8.1% |
| 6M | +127.0% | -6.6% | +133.7% | +129.3% |
| YTD | +209.1% | -2.2% | +211.4% | +207.2% |
| 1Y | +365.4% | -8.0% | +373.4% | +368.5% |
| 3Y | +1,135.4% | -5.0% | +1,140.4% | +1,081.5% |
| All | +1,019.5% | -1.7% | +1,021.2% | +877.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling