+8,757.3%
STX vs BA
+698.1%
+8,059.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -2.5% | -13.7% | -15.2% |
| 7D | -33.4% | -0.1% | -33.3% | -33.4% |
| 30D | -42.1% | -9.1% | -33.0% | -40.1% |
| 3M | -44.3% | -28.2% | -16.1% | -36.9% |
| 6M | -39.4% | -23.1% | -16.3% | -33.9% |
| YTD | +70.0% | -20.6% | +90.5% | +82.1% |
| 1Y | +70.2% | -12.7% | +82.9% | +74.9% |
| 3Y | +585.2% | -11.6% | +596.7% | +568.6% |
| 5Y | +455.7% | -23.1% | +478.8% | +451.3% |
| 10Y | +2,007.9% | +34.4% | +1,973.5% | +1,126.0% |
| All | +8,757.3% | +698.1% | +8,059.2% | +1,722.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling