+16,011.1%
STX vs BA
+882.1%
+15,129.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.8% | +5.5% | +6.0% |
| 7D | +2.4% | +1.2% | +1.2% | +1.9% |
| 30D | +1.4% | -11.6% | +13.0% | +6.5% |
| 3M | -8.2% | -2.4% | -5.8% | -8.1% |
| 6M | +127.0% | -6.6% | +133.7% | +130.1% |
| YTD | +209.1% | -2.2% | +211.4% | +207.3% |
| 1Y | +365.4% | -8.0% | +373.4% | +369.1% |
| 3Y | +1,135.4% | -5.0% | +1,140.4% | +1,082.8% |
| 5Y | +991.5% | -2.7% | +994.2% | +891.4% |
| 10Y | +3,695.8% | +75.9% | +3,619.9% | +1,875.8% |
| All | +16,011.1% | +882.1% | +15,129.0% | +2,975.3% |
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